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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 | $179,043 | $47,479+277.1% | $62,929+184.5% | $82,448+117.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.29% | 20.34%-9.1pp | 1063.93%-1052.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $5,336 | $1,885+183.0% | $2,505+113.1% | $2,551+109.2% |
| Participant deferral / active EE | $799 | $2,870-72.2% | $3,888-79.5% | $4,139-80.7% |
| Admin fee / account holder | $14,310 | $3,804+276.2% | $5,065+182.6% | $7,234+97.8% |