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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 | $81,762 | $111,814-26.9% | $103,374-20.9% | $145,959-44.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.96% | 24.77%-18.8pp | 24.89%-18.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $3,500 | $4,214-16.9% | $3,869-9.5% | $4,661-24.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $971 | $9,754-90.0% | $8,394-88.4% | $13,398-92.8% |