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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 | $78,178 | $110,307-29.1% | $96,576-19.1% | $139,456-43.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.76% | 26.40%-18.6pp | 25.87%-18.1pp | 373.45%-365.7pp |
| Employer contribution / active EE | $5,137 | $3,619+41.9% | $2,965+73.3% | $4,753+8.1% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $514 | $11,597-95.6% | $8,253-93.8% | $11,407-95.5% |