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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 | $214,786 | $157,304+36.5% | $141,197+52.1% | $152,909+40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.47% | 64.34%-56.9pp | 71.41%-63.9pp | 345.46%-338.0pp |
| Employer contribution / active EE | $11,421 | $5,263+117.0% | $4,736+141.1% | $4,764+139.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,928 | $12,126-84.1% | $10,265-81.2% | $11,601-83.4% |