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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 | $107,390 | $156,398-31.3% | $147,318-27.1% | $138,895-22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.69% | 78.75%-72.1pp | 70.43%-63.7pp | 145.39%-138.7pp |
| Employer contribution / active EE | $18,904 | $4,853+289.5% | $4,593+311.6% | $4,194+350.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $215,831 | $14,976+1341.2% | $13,708+1474.5% | $12,562+1618.1% |