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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 | $145,217 | $61,616+135.7% | $105,754+37.3% | $55,167+163.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 4.42% | 11.15%-6.7pp | 12.25%-7.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $10,917 | $3,043+258.8% | $4,079+167.6% | $1,963+456.2% |
| Participant deferral / active EE | $1,489 | $4,213-64.7% | $5,326-72.0% | $3,054-51.2% |
| Admin fee / account holder | $11,511 | $379+2941.0% | $8,309+38.5% | $504+2184.4% |