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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 | $85,094+30.4% | $76,327+45.4% | $145,884-23.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 4.07% | 13.13%-9.1pp | 13.79%-9.7pp | 551.85%-547.8pp |
| Employer contribution / active EE | $8,723 | $5,261+65.8% | $4,584+90.3% | $4,662+87.1% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,028 | $5,773+212.3% | $5,139+250.8% | $13,392+34.6% |