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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 | $80,745 | $154,193-47.6% | $130,045-37.9% | $139,466-42.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.54% | 32.51%-28.0pp | -137.30%+141.8pp | 373.66%-369.1pp |
| Employer contribution / active EE | $4,000 | $5,292-24.4% | $4,321-7.4% | $4,754-15.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,172 | $13,989-91.6% | $10,600-88.9% | $11,409-89.7% |