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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 | $117,971 | $178,174-33.8% | $156,181-24.5% | $137,256-14.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.18% | 84.19%-78.0pp | 64.87%-58.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $17,994 | $4,972+261.9% | $4,294+319.1% | $4,156+333.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,019 | $17,404-88.4% | $14,586-86.2% | $12,270-83.5% |