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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 | $68,913 | $103,387-33.3% | $87,102-20.9% | $152,885-54.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 1.90% | 28.10%-26.2pp | 28.19%-26.3pp | 345.39%-343.5pp |
| Employer contribution / active EE | $4,580 | $3,221+42.2% | $2,521+81.7% | $4,763-3.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $482 | $12,193-96.1% | $7,491-93.6% | $11,598-95.8% |