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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 | $79,247 | $156,398-49.3% | $147,318-46.2% | $138,895-42.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.02% | 78.75%-73.7pp | 70.43%-65.4pp | 145.39%-140.4pp |
| Employer contribution / active EE | $17,843 | $4,853+267.6% | $4,593+288.5% | $4,194+325.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,752 | $14,976-34.9% | $13,708-28.9% | $12,562-22.4% |