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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 | $101,882 | $148,623-31.4% | $135,974-25.1% | $139,466-26.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.83% | 79.30%-73.5pp | 68.30%-62.5pp | 373.66%-367.8pp |
| Employer contribution / active EE | $5,445 | $5,246+3.8% | $4,859+12.1% | $4,754+14.5% |
| Participant deferral / active EE | $600 | $8,103-92.6% | $7,760-92.3% | $6,712-91.1% |
| Admin fee / account holder | $524 | $12,406-95.8% | $10,767-95.1% | $11,409-95.4% |