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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 | $61,016 | $105,856-42.4% | $90,161-32.3% | $147,586-58.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.71% | 37.63%-33.9pp | 34.89%-31.2pp | 578.59%-574.9pp |
| Employer contribution / active EE | $4,151 | $4,126+0.6% | $3,318+25.1% | $4,876-14.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $941 | $8,046-88.3% | $5,943-84.2% | $10,886-91.4% |