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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 | $103,393+47.0% | $87,103+74.5% | $152,909-0.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.66% | 28.10%-23.4pp | 28.19%-23.5pp | 345.46%-340.8pp |
| Employer contribution / active EE | $10,229 | $3,221+217.6% | $2,521+305.7% | $4,764+114.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,140 | $12,195-33.2% | $7,491+8.7% | $11,601-29.8% |