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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 | $209,589 | $88,672+136.4% | $105,223+99.2% | $82,448+154.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 7.18% | 30.86%-23.7pp | 180.65%-173.5pp | 41.64%-34.5pp |
| Employer contribution / active EE | $7,657 | $3,048+151.2% | $3,689+107.6% | $2,551+200.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,436 | $7,146-23.9% | $8,859-38.6% | $7,234-24.9% |