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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 | $105,448 | $56,110+87.9% | $94,993+11.0% | $70,126+50.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 10.89% | 51.02%-40.1pp | 27.14%-16.3pp | 73.15%-62.3pp |
| Employer contribution / active EE | $5,011 | $1,442+247.5% | $2,603+92.5% | $2,343+113.9% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,273 | $3,456+110.4% | $4,960+46.6% | $4,645+56.6% |