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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 | $199,109-54.7% | $173,730-48.1% | $154,746-41.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 1.59% | 20.02%-18.4pp | 19.96%-18.4pp | 172.34%-170.7pp |
| Employer contribution / active EE | $4,000 | $5,311-24.7% | $4,577-12.6% | $4,379-8.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,070 | $20,916-94.9% | $17,523-93.9% | $14,365-92.5% |