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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 | $137,446 | $176,838-22.3% | $146,685-6.3% | $167,518-18.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.40% | 24.04%-16.6pp | 22.75%-15.3pp | 478.71%-471.3pp |
| Employer contribution / active EE | $6,522 | $5,161+26.4% | $4,137+57.6% | $4,838+34.8% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,889 | $13,262-40.5% | $10,281-23.3% | $12,312-35.9% |