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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 | $66,369 | $178,174-62.8% | $156,181-57.5% | $137,256-51.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.44% | 84.19%-76.8pp | 64.87%-57.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $9,188 | $4,972+84.8% | $4,294+114.0% | $4,156+121.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,236 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |