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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 | $99,808 | $114,119-12.5% | $107,187-6.9% | $138,895-28.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.94% | 273.21%-268.3pp | 204.55%-199.6pp | 145.39%-140.5pp |
| Employer contribution / active EE | $3,889 | $4,059-4.2% | $3,782+2.8% | $4,194-7.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,956 | $10,024-80.5% | $9,162-78.6% | $12,562-84.4% |