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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 | $159,314 | $185,830-14.3% | $170,004-6.3% | $139,427+14.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.38% | 60.52%-55.1pp | 53.39%-48.0pp | 373.27%-367.9pp |
| Employer contribution / active EE | $6,026 | $7,591-20.6% | $6,786-11.2% | $4,752+26.8% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,444 | $15,381-71.1% | $12,816-65.3% | $11,404-61.0% |