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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 | $90,730 | $156,398-42.0% | $147,318-38.4% | $138,895-34.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.36% | 78.75%-75.4pp | 70.43%-67.1pp | 145.39%-142.0pp |
| Employer contribution / active EE | $13,500 | $4,853+178.2% | $4,593+193.9% | $4,194+221.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $139,880 | $14,976+834.0% | $13,708+920.5% | $12,562+1013.5% |