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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 | $111,158 | $129,737-14.3% | $119,126-6.7% | $154,746-28.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 5.65% | 379.08%-373.4pp | 282.11%-276.5pp | 172.34%-166.7pp |
| Employer contribution / active EE | $21,463 | $4,375+390.6% | $4,034+432.1% | $4,379+390.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $739 | $11,961-93.8% | $10,693-93.1% | $14,365-94.9% |