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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 | $116,849 | $165,399-29.4% | $149,745-22.0% | $158,982-26.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.23% | 348.34%-343.1pp | 276.72%-271.5pp | 302.99%-297.8pp |
| Employer contribution / active EE | $15,000 | $5,105+193.8% | $4,646+222.9% | $4,763+214.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,279 | $10,811-32.7% | $9,312-21.8% | $11,252-35.3% |