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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 | $93,972 | $199,109-52.8% | $173,730-45.9% | $154,746-39.3% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 0.13% | 20.02%-19.9pp | 19.96%-19.8pp | 172.34%-172.2pp |
| Employer contribution / active EE | $12,656 | $5,311+138.3% | $4,577+176.5% | $4,379+189.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $130,030 | $20,916+521.7% | $17,523+642.0% | $14,365+805.2% |