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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 | $71,526 | $114,119-37.3% | $107,187-33.3% | $138,895-48.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.52% | 273.21%-263.7pp | 204.55%-195.0pp | 145.39%-135.9pp |
| Employer contribution / active EE | $7,337 | $4,059+80.8% | $3,782+94.0% | $4,194+74.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,170 | $10,024-58.4% | $9,162-54.5% | $12,562-66.8% |