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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 | $96,679 | $114,119-15.3% | $107,187-9.8% | $138,895-30.4% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 79.9%+15.7pp |
| Annual return | 8.45% | 273.21%-264.8pp | 204.55%-196.1pp | 145.39%-136.9pp |
| Employer contribution / active EE | $11,229 | $4,059+176.7% | $3,782+196.9% | $4,194+167.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,189 | $10,024-88.1% | $9,162-87.0% | $12,562-90.5% |