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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 | $87,757 | $111,535-21.3% | $105,223-16.6% | $137,256-36.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 11.08% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $20,093 | $3,939+410.0% | $3,689+444.7% | $4,156+383.5% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30,850 | $9,721+217.3% | $8,859+248.2% | $12,270+151.4% |