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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 | $96,446 | $110,337-12.6% | $102,383-5.8% | $145,877-33.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.92% | 24.83%-16.9pp | 24.94%-17.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,803 | $4,216-57.2% | $3,870-53.4% | $4,663-61.3% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $575 | $9,750-94.1% | $8,391-93.2% | $13,402-95.7% |