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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 | $151,962 | $103,385+47.0% | $87,104+74.5% | $152,870-0.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.66% | 28.10%-23.4pp | 28.19%-23.5pp | 345.34%-340.7pp |
| Employer contribution / active EE | $10,229 | $3,220+217.6% | $2,521+305.7% | $4,763+114.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,140 | $12,192-33.2% | $7,490+8.7% | $11,597-29.8% |