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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 | $206,758 | $149,679+38.1% | $117,039+76.7% | $147,586+40.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 7.88% | 19.31%-11.4pp | 18.95%-11.1pp | 578.59%-570.7pp |
| Employer contribution / active EE | $20,686 | $4,937+319.0% | $3,785+446.6% | $4,876+324.2% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,834 | $7,856+139.7% | $5,974+215.3% | $10,886+73.0% |