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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 | $182,195 | $112,729+61.6% | $98,716+84.6% | $137,256+32.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 5.71% | 38.48%-32.8pp | 31.81%-26.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $4,898 | $2,725+79.7% | $2,279+114.9% | $4,156+17.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $415 | $10,129-95.9% | $8,703-95.2% | $12,270-96.6% |