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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 | $120,292 | $154,159-22.0% | $130,026-7.5% | $139,456-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 32.50%-23.3pp | -137.26%+146.5pp | 373.45%-364.2pp |
| Employer contribution / active EE | $11,698 | $5,292+121.1% | $4,321+170.7% | $4,753+146.1% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $934 | $14,001-93.3% | $10,608-91.2% | $11,407-91.8% |