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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 | $109,927 | $111,535-1.4% | $105,223+4.5% | $137,256-19.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.33% | 237.85%-232.5pp | 180.65%-175.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $10,441 | $3,939+165.0% | $3,689+183.1% | $4,156+151.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,762 | $9,721-71.6% | $8,859-68.8% | $12,270-77.5% |