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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 | $104,192 | $175,231-40.5% | $149,696-30.4% | $139,466-25.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 10.44% | 166.77%-156.3pp | 134.46%-124.0pp | 373.66%-363.2pp |
| Employer contribution / active EE | $5,302 | $5,478-3.2% | $4,821+10.0% | $4,754+11.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $890 | $16,155-94.5% | $13,212-93.3% | $11,409-92.2% |