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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 | $111,404 | $148,582-25.0% | $135,942-18.1% | $139,456-20.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.37% | 79.26%-70.9pp | 68.28%-59.9pp | 373.45%-365.1pp |
| Employer contribution / active EE | $10,000 | $5,245+90.7% | $4,858+105.9% | $4,753+110.4% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,000 | $12,402-67.7% | $10,764-62.8% | $11,407-64.9% |