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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 | $224,593 | $104,098+115.8% | $140,514+59.8% | $94,015+138.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 5.35% | 15.14%-9.8pp | 14.36%-9.0pp | 17.84%-12.5pp |
| Employer contribution / active EE | $13,000 | $2,388+444.3% | $3,378+284.8% | $2,790+365.9% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,751 | $10,439-83.2% | $13,697-87.2% | $8,951-80.4% |