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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 | $148,424 | $57,590+157.7% | $86,233+72.1% | $82,448+80.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 11.91% | 22.41%-10.5pp | 61.39%-49.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $17,548 | $1,655+960.1% | $2,504+600.7% | $2,551+587.9% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,634 | $4,730+82.5% | $8,342+3.5% | $7,234+19.4% |