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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 | $99,543 | $81,208+22.6% | $98,916+0.6% | $79,858+24.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 6.04% | 60.99%-55.0pp | 196.45%-190.4pp | 31.72%-25.7pp |
| Employer contribution / active EE | $5,000 | $1,960+155.1% | $2,689+85.9% | $2,471+102.4% |
| Participant deferral / active EE | $926 | $3,265-71.6% | $4,245-78.2% | $3,740-75.2% |
| Admin fee / account holder | $10,927 | $6,013+81.7% | $6,642+64.5% | $5,306+105.9% |