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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 | $246,970 | $99,994+147.0% | $146,643+68.4% | $85,847+187.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.22% | 18.93%-9.7pp | 22.75%-13.5pp | 318.61%-309.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,622 | $4,006-59.5% | $5,506-70.5% | $3,952-59.0% |
| Admin fee / account holder | $10,335 | $7,703+34.2% | $10,280+0.5% | $6,261+65.1% |