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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 | $129,737-18.0% | $119,126-10.7% | $154,746-31.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.37% | 379.08%-371.7pp | 282.11%-274.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $14,235 | $4,375+225.4% | $4,034+252.9% | $4,379+225.1% |
| Participant deferral / active EE | $90 | $5,842-98.5% | $5,318-98.3% | $6,730-98.7% |
| Admin fee / account holder | $30,889 | $11,961+158.3% | $10,693+188.9% | $14,365+115.0% |