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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 | $157,296-36.6% | $141,191-29.4% | $152,897-34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.39% | 64.34%-62.0pp | 71.41%-69.0pp | 345.43%-343.0pp |
| Employer contribution / active EE | $8,500 | $5,262+61.5% | $4,736+79.5% | $4,764+78.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,483 | $12,125-63.0% | $10,264-56.3% | $11,599-61.3% |