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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 | $88,761 | $102,245-13.2% | $89,340-0.6% | $137,256-35.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.45% | 21.89%-13.4pp | 20.57%-12.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $742 | $2,529-70.7% | $2,231-66.8% | $4,156-82.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $381 | $8,085-95.3% | $6,704-94.3% | $12,270-96.9% |