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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 | $110,808 | $78,705+40.8% | $117,857-6.0% | $70,131+58.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.59% | 23.30%-14.7pp | 335.09%-326.5pp | 73.14%-64.6pp |
| Employer contribution / active EE | $5,357 | $2,223+141.0% | $3,786+41.5% | $2,342+128.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,669 | $5,065+51.4% | $8,020-4.4% | $4,645+65.1% |