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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 | $254,759-64.6% | $216,567-58.4% | $198,609-54.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 1.59% | 10.04%-8.5pp | 12.94%-11.4pp | 202.70%-201.1pp |
| Employer contribution / active EE | $4,000 | $6,096-34.4% | $5,216-23.3% | $5,055-20.9% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,070 | $26,311-95.9% | $21,981-95.1% | $19,030-94.4% |