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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 | $150,647 | $98,760+52.5% | $149,715+0.6% | $79,858+88.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.50% | 27.43%-24.9pp | 276.66%-274.2pp | 31.72%-29.2pp |
| Employer contribution / active EE | $10,000 | $3,217+210.9% | $4,645+115.3% | $2,471+304.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,278 | $6,053+3.7% | $9,310-32.6% | $5,306+18.3% |