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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 | $75,807+77.7% | $116,096+16.0% | $86,983+54.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 10.33% | 18.57%-8.2pp | 326.25%-315.9pp | 25.83%-15.5pp |
| Employer contribution / active EE | $4,545 | $1,892+140.2% | $2,503+81.6% | $2,584+75.9% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $13,855 | $6,659+108.1% | $7,704+79.8% | $7,856+76.4% |