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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 | $118,578 | $98,240+20.7% | $82,312+44.1% | $147,586-19.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.40% | 30.85%-22.5pp | 25.88%-17.5pp | 578.59%-570.2pp |
| Employer contribution / active EE | $19,629 | $3,192+515.0% | $2,428+708.3% | $4,876+302.5% |
| Participant deferral / active EE | $975 | $4,383-77.8% | $3,706-73.7% | $5,439-82.1% |
| Admin fee / account holder | $137,678 | $8,563+1507.8% | $5,608+2355.1% | $10,886+1164.8% |