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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 | $212,386-66.3% | $199,883-64.2% | $138,895-48.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | -0.30% | 47.75%-48.1pp | 43.81%-44.1pp | 145.39%-145.7pp |
| Employer contribution / active EE | $4,591 | $6,625-30.7% | $6,261-26.7% | $4,194+9.4% |
| Participant deferral / active EE | $375 | $9,617-96.1% | $9,138-95.9% | $6,396-94.1% |
| Admin fee / account holder | $849 | $18,233-95.3% | $17,268-95.1% | $12,562-93.2% |