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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 | $152,707 | $124,330+22.8% | $109,173+39.9% | $167,536-8.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.83% | 26.04%-21.2pp | 25.75%-20.9pp | 478.82%-474.0pp |
| Employer contribution / active EE | $34,729 | $4,209+725.1% | $3,723+832.9% | $4,839+617.7% |
| Participant deferral / active EE | $646 | $5,256-87.7% | $4,654-86.1% | $6,342-89.8% |
| Admin fee / account holder | $100,845 | $7,974+1164.7% | $6,755+1392.9% | $12,315+718.9% |