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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 | $106,523 | $93,345+14.1% | $119,126-10.6% | $87,485+21.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 8.98% | 19.08%-10.1pp | 282.11%-273.1pp | 26.06%-17.1pp |
| Employer contribution / active EE | $5,172 | $3,172+63.1% | $4,034+28.2% | $2,596+99.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $17,921 | $8,039+122.9% | $10,693+67.6% | $7,775+130.5% |