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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 | $145,667 | $211,239-31.0% | $178,528-18.4% | $145,877-0.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.14% | 30.22%-23.1pp | 27.11%-20.0pp | 551.28%-544.1pp |
| Employer contribution / active EE | $8,194 | $4,570+79.3% | $3,950+107.4% | $4,663+75.7% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $536 | $12,095-95.6% | $10,419-94.9% | $13,402-96.0% |