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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 | $118,577 | $165,399-28.3% | $149,745-20.8% | $158,982-25.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.08% | 348.34%-341.3pp | 276.72%-269.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $2,500 | $5,105-51.0% | $4,646-46.2% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,248 | $10,811-33.0% | $9,312-22.2% | $11,252-35.6% |