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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 | $106,408 | $111,535-4.6% | $105,223+1.1% | $137,256-22.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.37% | 237.85%-230.5pp | 180.65%-173.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | $14,235 | $3,939+261.4% | $3,689+285.9% | $4,156+242.5% |
| Participant deferral / active EE | $90 | $5,500-98.4% | $5,072-98.2% | $6,407-98.6% |
| Admin fee / account holder | $30,889 | $9,721+217.7% | $8,859+248.7% | $12,270+151.7% |