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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,136 | $124,980-33.5% | $108,359-23.3% | $154,746-46.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 3.97% | 45.00%-41.0pp | 36.89%-32.9pp | 172.34%-168.4pp |
| Employer contribution / active EE | $9,738 | $2,851+241.6% | $2,399+305.8% | $4,379+122.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,571 | $11,502-77.6% | $9,741-73.6% | $14,365-82.1% |