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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 | $147,136 | $106,247+38.5% | $96,515+52.4% | $139,466+5.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.89% | 38.47%-35.6pp | 35.73%-32.8pp | 373.66%-370.8pp |
| Employer contribution / active EE | $19,440 | $4,106+373.5% | $3,740+419.8% | $4,754+308.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $18,664 | $7,885+136.7% | $6,735+177.1% | $11,409+63.6% |