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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 | $169,977 | $201,370-15.6% | $184,256-7.7% | $145,897+16.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.48% | 29.05%-23.6pp | 28.85%-23.4pp | 552.29%-546.8pp |
| Employer contribution / active EE | $6,663 | $7,024-5.1% | $6,427+3.7% | $4,663+42.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,688 | $16,364-71.4% | $13,899-66.3% | $13,390-65.0% |