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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 | $103,234 | $157,304-34.4% | $141,197-26.9% | $152,909-32.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.36% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.1pp |
| Employer contribution / active EE | $24,833 | $5,263+371.9% | $4,736+424.3% | $4,764+421.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,618 | $12,126-37.2% | $10,265-25.8% | $11,601-34.3% |