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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 | $164,023 | $53,841+204.6% | $75,731+116.6% | $85,851+91.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 10.08% | 24.54%-14.5pp | 104.65%-94.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $5,217 | $2,017+158.6% | $2,743+90.2% | $2,565+103.4% |
| Participant deferral / active EE | $336 | $2,895-88.4% | $3,820-91.2% | $3,952-91.5% |
| Admin fee / account holder | $16,814 | $3,340+403.3% | $3,620+364.5% | $6,261+168.5% |