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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 | $93,135 | $162,812-42.8% | $133,971-30.5% | $158,966-41.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.26% | 41.94%-36.7pp | 45.09%-39.8pp | 302.95%-297.7pp |
| Employer contribution / active EE | $8,638 | $4,976+73.6% | $3,919+120.4% | $4,762+81.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,495 | $11,741-87.3% | $8,929-83.3% | $11,250-86.7% |