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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 | $88,753 | $91,559-3.1% | $133,971-33.8% | $79,852+11.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.68% | 61.85%-61.2pp | 45.09%-44.4pp | 31.72%-31.0pp |
| Employer contribution / active EE | $7,222 | $2,384+202.9% | $3,919+84.3% | $2,471+192.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,236 | $6,321+77.7% | $8,929+25.8% | $5,306+111.7% |