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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 | $200,234 | $116,203+72.3% | $93,621+113.9% | $152,909+30.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 7.75% | 35.96%-28.2pp | 32.76%-25.0pp | 345.46%-337.7pp |
| Employer contribution / active EE | $13,047 | $3,219+305.3% | $2,719+379.9% | $4,764+173.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,921 | $10,751-44.9% | $7,890-25.0% | $11,601-49.0% |