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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 | $101,081 | $165,381-38.9% | $149,730-32.5% | $158,966-36.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 0.64% | 348.29%-347.7pp | 276.70%-276.1pp | 302.95%-302.3pp |
| Employer contribution / active EE | $2,590 | $5,104-49.3% | $4,645-44.2% | $4,762-45.6% |
| Participant deferral / active EE | $1,873 | $7,182-73.9% | $6,843-72.6% | $5,983-68.7% |
| Admin fee / account holder | $627 | $10,809-94.2% | $9,310-93.3% | $11,250-94.4% |