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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 | $119,844 | $106,247+12.8% | $96,515+24.2% | $139,466-14.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.65% | 38.47%-31.8pp | 35.73%-29.1pp | 373.66%-367.0pp |
| Employer contribution / active EE | $13,188 | $4,106+221.2% | $3,740+252.7% | $4,754+177.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $651 | $7,885-91.7% | $6,735-90.3% | $11,409-94.3% |