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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 | $220,169 | $53,128+314.4% | $86,582+154.3% | $70,126+214.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.45% | 27.66%-18.2pp | 965.08%-955.6pp | 73.15%-63.7pp |
| Employer contribution / active EE | $17,920 | $2,068+766.5% | $2,839+531.1% | $2,343+665.0% |
| Participant deferral / active EE | $335 | $2,695-87.6% | $3,609-90.7% | $3,332-90.0% |
| Admin fee / account holder | $4,395 | $3,584+22.6% | $4,904-10.4% | $4,645-5.4% |