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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 | $114,282 | $93,345+22.4% | $119,126-4.1% | $87,485+30.6% |
| Participation rate | 94.9% | 68.7%+26.2pp | 75.8%+19.2pp | 68.9%+26.0pp |
| Annual return | 3.76% | 19.08%-15.3pp | 282.11%-278.3pp | 26.06%-22.3pp |
| Employer contribution / active EE | $12,945 | $3,172+308.2% | $4,034+220.9% | $2,596+398.6% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,722 | $8,039-41.3% | $10,693-55.8% | $7,775-39.3% |