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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 | $108,247 | $202,440-46.5% | $169,390-36.1% | $139,466-22.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 532.36%-524.6pp | 406.07%-398.3pp | 373.66%-365.9pp |
| Employer contribution / active EE | $2,105 | $4,693-55.1% | $4,013-47.5% | $4,754-55.7% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,387 | $10,722-49.8% | $9,015-40.2% | $11,409-52.8% |