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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 | $90,102 | $178,174-49.4% | $156,181-42.3% | $137,256-34.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 1.59% | 84.19%-82.6pp | 64.87%-63.3pp | 220.34%-218.8pp |
| Employer contribution / active EE | $4,000 | $4,972-19.5% | $4,294-6.8% | $4,156-3.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,070 | $17,404-93.8% | $14,586-92.7% | $12,270-91.3% |