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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 | $96,674 | $85,766+12.7% | $136,297-29.1% | $70,124+37.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.94% | 31.45%-20.5pp | 5156.19%-5145.3pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,871 | $2,966-3.2% | $4,696-38.9% | $2,342+22.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,934 | $5,420+64.8% | $9,244-3.4% | $4,645+92.3% |