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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 | $56,964 | $124,314-54.2% | $109,163-47.8% | $167,518-66.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -0.58% | 26.04%-26.6pp | 25.75%-26.3pp | 478.71%-479.3pp |
| Employer contribution / active EE | $6,319 | $4,209+50.1% | $3,723+69.7% | $4,838+30.6% |
| Participant deferral / active EE | $853 | $5,256-83.8% | $4,654-81.7% | $6,342-86.5% |
| Admin fee / account holder | $1,282 | $7,973-83.9% | $6,754-81.0% | $12,312-89.6% |