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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 | $104,370 | $94,766+10.1% | $112,923-7.6% | $139,487-25.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.12% | 40.96%-32.8pp | 34.13%-26.0pp | 373.84%-365.7pp |
| Employer contribution / active EE | $5,523 | $4,636+19.1% | $4,570+20.9% | $4,755+16.2% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $600 | $8,529-93.0% | $7,046-91.5% | $11,407-94.7% |