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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 | $99,651 | $157,276-36.6% | $141,177-29.4% | $152,885-34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.39% | 64.33%-61.9pp | 71.40%-69.0pp | 345.39%-343.0pp |
| Employer contribution / active EE | $8,500 | $5,262+61.5% | $4,736+79.5% | $4,763+78.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,483 | $12,123-63.0% | $10,263-56.3% | $11,598-61.3% |