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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 | $113,206 | $123,155-8.1% | $108,753+4.1% | $155,188-27.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.01% | 44.73%-40.7pp | 37.47%-33.5pp | 148.84%-144.8pp |
| Employer contribution / active EE | $11,493 | $2,811+308.8% | $2,427+373.6% | $4,248+170.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,410 | $12,126-71.9% | $10,320-67.0% | $14,480-76.5% |