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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 | $146,324 | $98,776+48.1% | $149,745-2.3% | $79,856+83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.00% | 27.38%-19.4pp | 276.72%-268.7pp | 31.71%-23.7pp |
| Employer contribution / active EE | $3,492 | $3,217+8.5% | $4,646-24.8% | $2,471+41.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $18,905 | $6,053+212.3% | $9,312+103.0% | $5,306+256.3% |