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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 | $104,902 | $57,541+82.3% | $95,759+9.5% | $75,177+39.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.04% | 34.93%-21.9pp | 28.42%-15.4pp | 160.75%-147.7pp |
| Employer contribution / active EE | $5,000 | $1,808+176.6% | $2,836+76.3% | $2,671+87.2% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,430 | $4,099-65.1% | $5,678-74.8% | $5,651-74.7% |