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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 | $125,486 | $103,392+21.4% | $87,104+44.1% | $152,897-17.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 5.09% | 28.10%-23.0pp | 28.19%-23.1pp | 345.43%-340.3pp |
| Employer contribution / active EE | $13,154 | $3,221+308.4% | $2,521+421.7% | $4,764+176.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,183 | $12,194-16.5% | $7,491+35.9% | $11,599-12.2% |