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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 | $71,649 | $275,752-74.0% | $256,809-72.1% | $198,609-63.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -0.30% | 34.81%-35.1pp | 32.73%-33.0pp | 202.70%-203.0pp |
| Employer contribution / active EE | $4,591 | $7,721-40.5% | $7,263-36.8% | $5,055-9.2% |
| Participant deferral / active EE | $375 | $10,037-96.3% | $9,520-96.1% | $6,977-94.6% |
| Admin fee / account holder | $849 | $25,716-96.7% | $25,146-96.6% | $19,030-95.5% |