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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 | $178,212 | $104,709+70.2% | $85,705+107.9% | $167,553+6.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.70% | 21.45%-12.7pp | 21.49%-12.8pp | 478.89%-470.2pp |
| Employer contribution / active EE | $3,125 | $3,338-6.4% | $2,619+19.3% | $4,840-35.4% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,300 | $10,036+52.4% | $6,877+122.5% | $12,316+24.2% |