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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 | $104,361 | $63,861+63.4% | $104,639-0.3% | $79,856+30.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 7.62% | 21.30%-13.7pp | 340.67%-333.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $5,172 | $1,588+225.7% | $2,682+92.9% | $2,471+109.3% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $13,717 | $4,185+227.8% | $6,465+112.2% | $5,306+158.5% |