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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 | $114,141 | $94,436+20.9% | $115,599-1.3% | $82,637+38.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 8.04% | 18.37%-10.3pp | 111.10%-103.1pp | 53.51%-45.5pp |
| Employer contribution / active EE | $14,603 | $2,324+528.4% | $2,955+394.1% | $2,552+472.2% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,838 | $10,328-24.1% | $12,841-39.0% | $7,339+6.8% |