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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 | $129,502 | $115,814+11.8% | $101,275+27.9% | $158,982-18.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.42% | 56.16%-52.7pp | 46.48%-43.1pp | 302.99%-299.6pp |
| Employer contribution / active EE | $6,522 | $4,176+56.2% | $3,660+78.2% | $4,763+36.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $694 | $7,249-90.4% | $5,948-88.3% | $11,252-93.8% |