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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 | $104,611 | $157,304-33.5% | $141,197-25.9% | $152,909-31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.69% | 64.34%-54.7pp | 71.41%-61.7pp | 345.46%-335.8pp |
| Employer contribution / active EE | $9,900 | $5,263+88.1% | $4,736+109.0% | $4,764+107.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $829 | $12,126-93.2% | $10,265-91.9% | $11,601-92.9% |