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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 | $117,198 | $88,702+32.1% | $81,780+43.3% | $145,978-19.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.63% | 1029.12%-1026.5pp | 776.27%-773.6pp | 550.52%-547.9pp |
| Employer contribution / active EE | $4,000 | $3,084+29.7% | $2,914+37.3% | $4,662-14.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,877 | $8,414-53.9% | $7,384-47.5% | $13,400-71.1% |