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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 | $101,248 | $110,286-8.2% | $96,569+4.8% | $139,427-27.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.12% | 26.39%-22.3pp | 25.87%-21.8pp | 373.27%-369.1pp |
| Employer contribution / active EE | $29,033 | $3,619+702.3% | $2,965+879.2% | $4,752+511.0% |
| Participant deferral / active EE | $0 | $5,546-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,391 | $11,592-36.2% | $8,251-10.4% | $11,404-35.2% |