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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 | $145,423 | $117,895+23.3% | $102,460+41.9% | $145,897-0.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.21% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $15,996 | $3,619+342.0% | $3,025+428.8% | $4,663+243.1% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,689 | $13,353-12.5% | $9,460+23.6% | $13,390-12.7% |