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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 | $142,480 | $117,895+20.9% | $102,460+39.1% | $145,897-2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.32% | 31.92%-23.6pp | 29.47%-21.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $7,783 | $3,619+115.1% | $3,025+157.3% | $4,663+66.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $973 | $13,353-92.7% | $9,460-89.7% | $13,390-92.7% |