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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 | $89,197 | $176,786-49.5% | $146,643-39.2% | $167,536-46.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.86% | 24.04%-16.2pp | 22.75%-14.9pp | 478.82%-471.0pp |
| Employer contribution / active EE | $10,417 | $5,161+101.8% | $4,137+151.8% | $4,839+115.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $93,933 | $13,262+608.3% | $10,280+813.7% | $12,315+662.8% |