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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 | $87,225+54.4% | $158,226-14.9% | $94,015+43.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 74.8%+25.2pp | 70.8%+29.2pp |
| Annual return | 10.33% | 16.34%-6.0pp | 501.41%-491.1pp | 17.84%-7.5pp |
| Employer contribution / active EE | $4,545 | $2,217+105.1% | $2,986+52.3% | $2,790+62.9% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,855 | $7,888+75.6% | $10,217+35.6% | $8,951+54.8% |