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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 | $110,955 | $85,196+30.2% | $76,383+45.3% | $145,897-24.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 4.07% | 13.13%-9.1pp | 13.79%-9.7pp | 552.29%-548.2pp |
| Employer contribution / active EE | $8,723 | $5,268+65.6% | $4,587+90.2% | $4,663+87.1% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,028 | $5,786+211.6% | $5,147+250.3% | $13,390+34.6% |