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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 | $136,112 | $139,948-2.7% | $121,663+11.9% | $154,746-12.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 4.31% | 230.52%-226.2pp | 147.54%-143.2pp | 172.34%-168.0pp |
| Employer contribution / active EE | $12,427 | $3,521+252.9% | $3,020+311.5% | $4,379+183.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $288,579 | $17,321+1566.1% | $14,289+1919.6% | $14,365+1908.9% |