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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 | $83,691 | $148,629-43.7% | $135,982-38.5% | $139,487-40.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.93% | 79.33%-72.4pp | 68.32%-61.4pp | 373.84%-366.9pp |
| Employer contribution / active EE | $3,318 | $5,247-36.8% | $4,859-31.7% | $4,755-30.2% |
| Participant deferral / active EE | $6 | $8,102-99.9% | $7,760-99.9% | $6,713-99.9% |
| Admin fee / account holder | $715 | $12,406-94.2% | $10,767-93.4% | $11,407-93.7% |