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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 | $70,163 | $157,304-55.4% | $141,197-50.3% | $152,909-54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.63% | 64.34%-58.7pp | 71.41%-65.8pp | 345.46%-339.8pp |
| Employer contribution / active EE | $2,261 | $5,263-57.0% | $4,736-52.3% | $4,764-52.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $510 | $12,126-95.8% | $10,265-95.0% | $11,601-95.6% |