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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 | $104,739 | $157,276-33.4% | $141,177-25.8% | $152,885-31.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.18% | 64.33%-50.2pp | 71.40%-57.2pp | 345.39%-331.2pp |
| Employer contribution / active EE | $10,722 | $5,262+103.8% | $4,736+126.4% | $4,763+125.1% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,866 | $12,123+22.6% | $10,263+44.8% | $11,598+28.2% |