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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 | $95,810 | $135,956-29.5% | $123,894-22.7% | $273,972-65.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 1.37% | 56.63%-55.3pp | 47.52%-46.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,317 | $5,170-74.5% | $4,617-71.5% | $4,869-72.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,542 | $9,817+37.9% | $8,357+62.0% | $10,133+33.6% |