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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 | $154,724 | $102,696+50.7% | $86,235+79.4% | $139,487+10.9% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 4.30% | 1925.91%-1921.6pp | 1170.03%-1165.7pp | 373.84%-369.5pp |
| Employer contribution / active EE | $2,493 | $3,034-17.8% | $2,381+4.7% | $4,755-47.6% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13,103 | $8,667+51.2% | $6,856+91.1% | $11,407+14.9% |