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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 | $84,903 | $110,410-23.1% | $102,437-17.1% | $145,897-41.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.37% | 24.85%-19.5pp | 24.95%-19.6pp | 552.29%-546.9pp |
| Employer contribution / active EE | $22,177 | $4,217+425.9% | $3,871+472.9% | $4,663+375.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $588 | $9,745-94.0% | $8,388-93.0% | $13,390-95.6% |