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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 | $126,730 | $96,731+31.0% | $123,973+2.2% | $86,983+45.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 4.62% | 17.33%-12.7pp | 388.13%-383.5pp | 25.83%-21.2pp |
| Employer contribution / active EE | $3,000 | $3,297-9.0% | $4,126-27.3% | $2,584+16.1% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,796 | $8,722-45.0% | $11,799-59.4% | $7,856-38.9% |