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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 | $194,491 | $91,559+112.4% | $133,971+45.2% | $79,852+143.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.76% | 61.85%-54.1pp | 45.09%-37.3pp | 31.72%-24.0pp |
| Employer contribution / active EE | $3,947 | $2,384+65.6% | $3,919+0.7% | $2,471+59.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $88,851 | $6,321+1305.6% | $8,929+895.0% | $5,306+1574.5% |