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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 | $147,648 | $141,001+4.7% | $112,228+31.6% | $139,487+5.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.03% | 32.75%-29.7pp | 30.23%-27.2pp | 373.84%-370.8pp |
| Employer contribution / active EE | $8,827 | $4,285+106.0% | $3,432+157.2% | $4,755+85.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,447 | $9,959-75.4% | $7,752-68.4% | $11,407-78.5% |