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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 | $180,985 | $70,366+157.2% | $66,674+171.4% | $138,895+30.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 3.97% | 386.41%-382.4pp | 321.24%-317.3pp | 145.39%-141.4pp |
| Employer contribution / active EE | $4,500 | $2,765+62.7% | $2,620+71.8% | $4,194+7.3% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,023 | $5,262-4.6% | $5,098-1.5% | $12,562-60.0% |