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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 | $89,858 | $180,749-50.3% | $160,784-44.1% | $137,256-34.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.51% | 2234.46%-2225.0pp | 1803.92%-1794.4pp | 220.34%-210.8pp |
| Employer contribution / active EE | $4,552 | $4,155+9.5% | $3,733+21.9% | $4,156+9.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,903 | $10,397-24.0% | $9,717-18.7% | $12,270-35.6% |