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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 | $111,853 | $114,119-2.0% | $107,187+4.4% | $138,895-19.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 7.76% | 273.21%-265.5pp | 204.55%-196.8pp | 145.39%-137.6pp |
| Employer contribution / active EE | $3,846 | $4,059-5.2% | $3,782+1.7% | $4,194-8.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,061 | $10,024+40.3% | $9,162+53.5% | $12,562+11.9% |