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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 | $134,673 | $63,703+111.4% | $93,063+44.7% | $82,448+63.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 10.33% | -775.43%+785.8pp | 34.15%-23.8pp | 41.64%-31.3pp |
| Employer contribution / active EE | $4,545 | $1,729+163.0% | $2,476+83.6% | $2,551+78.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,855 | $5,982+131.6% | $6,033+129.7% | $7,234+91.5% |