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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 | $90,697 | $182,442-50.3% | $163,379-44.5% | $138,895-34.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.13% | 72.74%-62.6pp | 63.41%-53.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $720 | $4,159-82.7% | $3,752-80.8% | $4,194-82.8% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,863 | $10,396-53.2% | $9,818-50.5% | $12,562-61.3% |