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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 | $98,926 | $223,823-55.8% | $211,142-53.1% | $154,746-36.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.49% | 50.39%-42.9pp | 46.84%-39.3pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,096 | $6,787-69.1% | $6,442-67.5% | $4,379-52.1% |
| Participant deferral / active EE | $3,240 | $9,750-66.8% | $9,284-65.1% | $6,730-51.9% |
| Admin fee / account holder | $1,100 | $19,707-94.4% | $19,076-94.2% | $14,365-92.3% |