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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 | $126,540 | $98,776+28.1% | $149,745-15.5% | $79,856+58.5% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 11.14% | 27.38%-16.2pp | 276.72%-265.6pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,872 | $3,217+20.3% | $4,646-16.7% | $2,471+56.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,732 | $6,053-71.4% | $9,312-81.4% | $5,306-67.4% |