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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 | $101,311 | $217,432-53.4% | $185,849-45.5% | $167,536-39.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.73% | 148.42%-145.7pp | 122.10%-119.4pp | 478.82%-476.1pp |
| Employer contribution / active EE | $8,571 | $5,875+45.9% | $5,169+65.8% | $4,839+77.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,444 | $19,818-72.5% | $16,244-66.5% | $12,315-55.8% |