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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 | $116,113 | $65,367+77.6% | $92,915+25.0% | $72,976+59.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 10.55% | 42.11%-31.6pp | 109.45%-98.9pp | 81.02%-70.5pp |
| Employer contribution / active EE | $9,657 | $2,594+272.3% | $3,653+164.3% | $2,440+295.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,127 | $4,251-2.9% | $5,796-28.8% | $5,124-19.5% |