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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 | $126,833 | $169,356-25.1% | $129,406-2.0% | $145,897-13.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.31% | 14418.62%-14414.3pp | 9468.18%-9463.9pp | 552.29%-548.0pp |
| Employer contribution / active EE | $6,842 | $5,542+23.5% | $4,155+64.7% | $4,663+46.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,887 | $9,915-81.0% | $7,689-75.5% | $13,390-85.9% |