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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 | $73,491 | $183,627-60.0% | $155,602-52.8% | $145,978-49.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.22% | 61.32%-59.1pp | 64.81%-62.6pp | 550.52%-548.3pp |
| Employer contribution / active EE | $1,429 | $5,316-73.1% | $4,675-69.4% | $4,662-69.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,552 | $19,327-50.6% | $15,923-40.0% | $13,400-28.7% |