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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 | $105,097 | $115,814-9.3% | $101,275+3.8% | $158,982-33.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.79% | 56.16%-49.4pp | 46.48%-39.7pp | 302.99%-296.2pp |
| Employer contribution / active EE | $9,211 | $4,176+120.6% | $3,660+151.6% | $4,763+93.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,092 | $7,249-71.1% | $5,948-64.8% | $11,252-81.4% |