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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 | $188,629 | $117,433+60.6% | $99,475+89.6% | $152,897+23.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 4.28% | 31.87%-27.6pp | 30.72%-26.4pp | 345.43%-341.1pp |
| Employer contribution / active EE | $4,660 | $3,013+54.7% | $2,540+83.5% | $4,764-2.2% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,504 | $7,634+11.4% | $6,252+36.0% | $11,599-26.7% |