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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 | $100,330 | $111,535-10.0% | $105,223-4.7% | $137,256-26.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 1.41% | 237.85%-236.4pp | 180.65%-179.2pp | 220.34%-218.9pp |
| Employer contribution / active EE | $2,067 | $3,939-47.5% | $3,689-44.0% | $4,156-50.3% |
| Participant deferral / active EE | $867 | $5,500-84.2% | $5,072-82.9% | $6,407-86.5% |
| Admin fee / account holder | $936 | $9,721-90.4% | $8,859-89.4% | $12,270-92.4% |