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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 | $168,660 | $102,385+64.7% | $147,080+14.7% | $80,935+108.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.22% | 135.09%-125.9pp | 420.17%-410.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $8,537 | $3,717+129.7% | $4,933+73.0% | $2,757+209.7% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,306 | $7,951-20.7% | $12,989-51.5% | $6,924-8.9% |