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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 | $73,107+84.2% | $114,563+17.6% | $87,485+53.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 10.33% | 19.47%-9.1pp | 241.09%-230.8pp | 26.06%-15.7pp |
| Employer contribution / active EE | $4,545 | $1,881+141.6% | $2,592+75.4% | $2,596+75.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,855 | $5,770+140.1% | $7,623+81.8% | $7,775+78.2% |