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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 | $104,395 | $157,276-33.6% | $141,177-26.1% | $152,885-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.32% | 64.33%-58.0pp | 71.40%-65.1pp | 345.39%-339.1pp |
| Employer contribution / active EE | $11,212 | $5,262+113.1% | $4,736+136.8% | $4,763+135.4% |
| Participant deferral / active EE | $105 | $7,110-98.5% | $6,710-98.4% | $5,851-98.2% |
| Admin fee / account holder | $159,241 | $12,123+1213.6% | $10,263+1451.6% | $11,598+1273.0% |