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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 | $142,159 | $67,602+110.3% | $82,312+72.7% | $70,126+102.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.79% | 21.57%-13.8pp | 25.88%-18.1pp | 73.15%-65.4pp |
| Employer contribution / active EE | $4,216 | $1,755+140.2% | $2,428+73.6% | $2,343+80.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,342 | $4,512-48.1% | $5,608-58.2% | $4,645-49.6% |