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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 | $122,449 | $157,276-22.1% | $141,177-13.3% | $152,885-19.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.06% | 64.33%-61.3pp | 71.40%-68.3pp | 345.39%-342.3pp |
| Employer contribution / active EE | $19,473 | $5,262+270.1% | $4,736+311.2% | $4,763+308.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,352 | $12,123-64.1% | $10,263-57.6% | $11,598-62.5% |