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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 | $144,449 | $118,869+21.5% | $96,575+49.6% | $167,518-13.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.78% | 50.49%-43.7pp | 37.79%-31.0pp | 478.71%-471.9pp |
| Employer contribution / active EE | $13,755 | $3,120+340.9% | $2,357+483.6% | $4,838+184.3% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,240 | $8,067-59.8% | $6,182-47.6% | $12,312-73.7% |