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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 | $136,987 | $209,336-34.6% | $197,124-30.5% | $137,256-0.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.43% | 48.09%-37.7pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $11,776 | $6,591+78.7% | $6,227+89.1% | $4,156+183.4% |
| Participant deferral / active EE | $350 | $9,614-96.4% | $9,135-96.2% | $6,407-94.5% |
| Admin fee / account holder | $3,677 | $17,308-78.8% | $16,298-77.4% | $12,270-70.0% |