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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 | $123,837 | $102,635+20.7% | $86,209+43.6% | $139,456-11.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 3.96% | 1923.53%-1919.6pp | 1169.05%-1165.1pp | 373.45%-369.5pp |
| Employer contribution / active EE | $8,843 | $3,034+191.5% | $2,381+271.3% | $4,753+86.1% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,103 | $8,661-41.1% | $6,853-25.5% | $11,407-55.3% |