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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 | $132,230 | $108,825+21.5% | $156,181-15.3% | $82,448+60.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 6.91% | 20.59%-13.7pp | 64.87%-58.0pp | 41.64%-34.7pp |
| Employer contribution / active EE | $4,577 | $2,870+59.5% | $4,294+6.6% | $2,551+79.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,045 | $9,341-3.2% | $14,586-38.0% | $7,234+25.0% |