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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 | $143,653 | $223,823-35.8% | $211,142-32.0% | $154,746-7.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.52% | 50.39%-46.9pp | 46.84%-43.3pp | 172.34%-168.8pp |
| Employer contribution / active EE | $5,461 | $6,787-19.5% | $6,442-15.2% | $4,379+24.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $41,984 | $19,707+113.0% | $19,076+120.1% | $14,365+192.3% |