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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 | $89,702 | $116,190-22.8% | $93,614-4.2% | $152,885-41.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.06% | 35.96%-34.9pp | 32.76%-31.7pp | 345.39%-344.3pp |
| Employer contribution / active EE | $5,250 | $3,219+63.1% | $2,718+93.1% | $4,763+10.2% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $820 | $10,749-92.4% | $7,889-89.6% | $11,598-92.9% |