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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 | $131,365 | $78,707+66.9% | $117,861+11.5% | $70,126+87.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.64% | 23.30%-12.7pp | 335.11%-324.5pp | 73.15%-62.5pp |
| Employer contribution / active EE | $2,795 | $2,223+25.7% | $3,786-26.2% | $2,343+19.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,764 | $5,066-6.0% | $8,021-40.6% | $4,645+2.6% |