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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 | $82,014 | $102,828-20.2% | $105,387-22.2% | $152,885-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.20% | 20.85%-19.7pp | 26.82%-25.6pp | 345.39%-344.2pp |
| Employer contribution / active EE | $6,590 | $4,473+47.3% | $4,213+56.4% | $4,763+38.3% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,485 | $8,683-2.3% | $6,559+29.4% | $11,598-26.8% |