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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 | $148,076 | $141,001+5.0% | $112,228+31.9% | $139,487+6.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.71% | 32.75%-29.0pp | 30.23%-26.5pp | 373.84%-370.1pp |
| Employer contribution / active EE | $5,714 | $4,285+33.4% | $3,432+66.5% | $4,755+20.2% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,434 | $9,959-55.5% | $7,752-42.8% | $11,407-61.1% |