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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 | $125,810 | $209,336-39.9% | $197,124-36.2% | $137,256-8.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.23% | 48.09%-37.9pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $4,800 | $6,591-27.2% | $6,227-22.9% | $4,156+15.5% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,307 | $17,308-92.4% | $16,298-92.0% | $12,270-89.4% |