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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 | $82,147 | $156,398-47.5% | $147,318-44.2% | $138,895-40.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.93% | 78.75%-74.8pp | 70.43%-66.5pp | 145.39%-141.5pp |
| Employer contribution / active EE | $7,500 | $4,853+54.5% | $4,593+63.3% | $4,194+78.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,082 | $14,976-46.0% | $13,708-41.0% | $12,562-35.7% |