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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 | $104,639 | $99,921+4.7% | $85,009+23.1% | $145,959-28.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.03% | 83.89%-75.9pp | 66.47%-58.4pp | 561.95%-553.9pp |
| Employer contribution / active EE | $9,100 | $3,233+181.5% | $2,728+233.5% | $4,661+95.2% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $809 | $7,252-88.8% | $6,153-86.9% | $13,398-94.0% |