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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 | $158,101 | $106,280+48.8% | $96,538+63.8% | $139,487+13.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 7.84% | 38.48%-30.6pp | 35.74%-27.9pp | 373.84%-366.0pp |
| Employer contribution / active EE | $13,224 | $4,107+222.0% | $3,740+253.6% | $4,755+178.1% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,673 | $7,888-66.1% | $6,737-60.3% | $11,407-76.6% |