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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 | $108,559 | $115,225-5.8% | $100,712+7.8% | $138,895-21.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 3.98% | 40.35%-36.4pp | 33.27%-29.3pp | 145.39%-141.4pp |
| Employer contribution / active EE | $2,500 | $2,771-9.8% | $2,313+8.1% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $521 | $10,844-95.2% | $9,256-94.4% | $12,562-95.9% |