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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 | $102,985 | $201,344-48.9% | $184,243-44.1% | $145,877-29.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.16% | 29.01%-19.9pp | 28.82%-19.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $4,159 | $7,022-40.8% | $6,427-35.3% | $4,663-10.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $909 | $16,382-94.4% | $13,914-93.5% | $13,402-93.2% |