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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 | $109,964 | $112,729-2.5% | $98,716+11.4% | $137,256-19.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.92% | 38.48%-30.6pp | 31.81%-23.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $6,667 | $2,725+144.6% | $2,279+192.6% | $4,156+60.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30,291 | $10,129+199.1% | $8,703+248.1% | $12,270+146.9% |