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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 | $156,123 | $93,617+66.8% | $135,982+14.8% | $75,177+107.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 4.68% | 30.89%-26.2pp | 68.32%-63.6pp | 160.75%-156.1pp |
| Employer contribution / active EE | $5,607 | $3,538+58.5% | $4,859+15.4% | $2,671+109.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,352 | $6,980+34.0% | $10,767-13.1% | $5,651+65.5% |