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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 | $85,458 | $217,392-60.7% | $185,818-54.0% | $167,497-49.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.98% | 148.37%-145.4pp | 122.06%-119.1pp | 478.62%-475.6pp |
| Employer contribution / active EE | $2,037 | $5,873-65.3% | $5,168-60.6% | $4,838-57.9% |
| Participant deferral / active EE | $2,159 | $6,357-66.0% | $5,568-61.2% | $6,341-66.0% |
| Admin fee / account holder | $5,281 | $19,813-73.3% | $16,239-67.5% | $12,310-57.1% |