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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 | $89,985 | $183,539-51.0% | $155,556-42.2% | $145,897-38.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.96% | 61.31%-54.3pp | 64.84%-57.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $2,204 | $5,315-58.5% | $4,675-52.9% | $4,663-52.7% |
| Participant deferral / active EE | $1,621 | $6,467-74.9% | $5,631-71.2% | $6,689-75.8% |
| Admin fee / account holder | $2,726 | $19,275-85.9% | $15,885-82.8% | $13,390-79.6% |