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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 | $86,015 | $109,967-21.8% | $97,197-11.5% | $145,877-41.0% |
| Participation rate | 90.0% | 76.0%+14.0pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 7.57% | 244.27%-236.7pp | 75.47%-67.9pp | 551.28%-543.7pp |
| Employer contribution / active EE | $5,726 | $3,077+86.1% | $2,723+110.3% | $4,663+22.8% |
| Participant deferral / active EE | $685 | $4,676-85.4% | $4,263-83.9% | $6,691-89.8% |
| Admin fee / account holder | $124,146 | $6,199+1902.7% | $5,637+2102.3% | $13,402+826.3% |