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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 | $149,277 | $81,208+83.8% | $98,920+50.9% | $79,856+86.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.49% | 60.99%-56.5pp | 196.47%-192.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $8,611 | $1,960+339.4% | $2,689+220.2% | $2,471+248.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,399 | $6,013+6.4% | $6,643-3.7% | $5,306+20.6% |