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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 | $35,976 | $157,304-77.1% | $141,197-74.5% | $152,909-76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.54% | 64.34%-53.8pp | 71.41%-60.9pp | 345.46%-334.9pp |
| Employer contribution / active EE | $3,860 | $5,263-26.7% | $4,736-18.5% | $4,764-19.0% |
| Participant deferral / active EE | $380 | $7,111-94.7% | $6,710-94.3% | $5,851-93.5% |
| Admin fee / account holder | $9,603 | $12,126-20.8% | $10,265-6.4% | $11,601-17.2% |