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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 | $90,059 | $148,558-39.4% | $135,925-33.7% | $139,427-35.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.27% | 79.22%-71.0pp | 68.25%-60.0pp | 373.27%-365.0pp |
| Employer contribution / active EE | $6,667 | $5,244+27.1% | $4,857+37.3% | $4,752+40.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,351 | $12,401-64.9% | $10,764-59.6% | $11,404-61.8% |