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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 | $145,683 | $98,776+47.5% | $149,745-2.7% | $79,856+82.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.84% | 27.38%-23.5pp | 276.72%-272.9pp | 31.71%-27.9pp |
| Employer contribution / active EE | $12,121 | $3,217+276.8% | $4,646+160.9% | $2,471+390.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,477 | $6,053+23.5% | $9,312-19.7% | $5,306+40.9% |