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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 | $67,279 | $157,296-57.2% | $141,191-52.3% | $152,897-56.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.37% | 64.34%-54.0pp | 71.41%-61.0pp | 345.43%-335.1pp |
| Employer contribution / active EE | $6,936 | $5,262+31.8% | $4,736+46.5% | $4,764+45.6% |
| Participant deferral / active EE | $1,774 | $7,111-75.1% | $6,710-73.6% | $5,851-69.7% |
| Admin fee / account holder | $503 | $12,125-95.9% | $10,264-95.1% | $11,599-95.7% |