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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 | $130,271 | $157,296-17.2% | $141,191-7.7% | $152,897-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.36% | 64.34%-50.0pp | 71.41%-57.0pp | 345.43%-331.1pp |
| Employer contribution / active EE | $12,500 | $5,262+137.5% | $4,736+163.9% | $4,764+162.4% |
| Participant deferral / active EE | $751 | $7,111-89.4% | $6,710-88.8% | $5,851-87.2% |
| Admin fee / account holder | $5,206 | $12,125-57.1% | $10,264-49.3% | $11,599-55.1% |