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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 | $108,130 | $166,131-34.9% | $164,975-34.5% | $145,877-25.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.07% | 100.37%-92.3pp | 70.12%-62.1pp | 551.28%-543.2pp |
| Employer contribution / active EE | $6,058 | $5,276+14.8% | $4,343+39.5% | $4,663+29.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,204 | $16,648-92.8% | $12,688-90.5% | $13,402-91.0% |