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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 | $47,736 | $176,120-72.9% | $159,487-70.1% | $167,553-71.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.06% | 331.95%-322.9pp | 263.71%-254.6pp | 478.89%-469.8pp |
| Employer contribution / active EE | $5,915 | $5,299+11.6% | $4,831+22.4% | $4,840+22.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,894 | $12,561-84.9% | $10,804-82.5% | $12,316-84.6% |