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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 | $117,480 | $63,365+85.4% | $91,994+27.7% | $72,976+61.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 11.25% | 35.35%-24.1pp | 69.04%-57.8pp | 81.02%-69.8pp |
| Employer contribution / active EE | $10,980 | $2,116+419.0% | $3,453+218.0% | $2,440+350.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,338 | $4,670-28.5% | $7,744-56.9% | $5,124-34.9% |