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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 | $113,778 | $171,867-33.8% | $149,721-24.0% | $147,586-22.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.50% | 2113.36%-2107.9pp | 1501.67%-1496.2pp | 578.59%-573.1pp |
| Employer contribution / active EE | $6,007 | $6,275-4.3% | $5,444+10.3% | $4,876+23.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $139,386 | $13,799+910.1% | $11,282+1135.4% | $10,886+1180.4% |