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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 | $123,155+47.9% | $108,753+67.5% | $155,188+17.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.71% | 44.73%-39.0pp | 37.47%-31.8pp | 148.84%-143.1pp |
| Employer contribution / active EE | $4,898 | $2,811+74.2% | $2,427+101.8% | $4,248+15.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $415 | $12,126-96.6% | $10,320-96.0% | $14,480-97.1% |