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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 | $114,798 | $127,779-10.2% | $106,551+7.7% | $167,518-31.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.64% | 33.87%-26.2pp | 26.80%-19.2pp | 478.71%-471.1pp |
| Employer contribution / active EE | $6,302 | $3,427+83.9% | $2,819+123.6% | $4,838+30.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $795 | $11,228-92.9% | $7,408-89.3% | $12,312-93.5% |