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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 | $102,362 | $157,304-34.9% | $141,197-27.5% | $152,909-33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.96% | 64.34%-55.4pp | 71.41%-62.4pp | 345.46%-336.5pp |
| Employer contribution / active EE | $2,542 | $5,263-51.7% | $4,736-46.3% | $4,764-46.6% |
| Participant deferral / active EE | $1,354 | $7,111-81.0% | $6,710-79.8% | $5,851-76.9% |
| Admin fee / account holder | $135,374 | $12,126+1016.4% | $10,265+1218.8% | $11,601+1067.0% |