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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 | $166,026 | $104,251+59.3% | $91,004+82.4% | $147,585+12.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.27% | 27.06%-18.8pp | 4.60%+3.7pp | 578.57%-570.3pp |
| Employer contribution / active EE | $10,473 | $3,116+236.1% | $2,456+326.5% | $4,876+114.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,827 | $8,948-1.4% | $5,417+62.9% | $10,885-18.9% |