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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 | $157,270+36.6% | $141,173+52.1% | $152,870+40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.47% | 64.33%-56.9pp | 71.40%-63.9pp | 345.34%-337.9pp |
| Employer contribution / active EE | $11,421 | $5,261+117.1% | $4,735+141.2% | $4,763+139.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,928 | $12,121-84.1% | $10,262-81.2% | $11,597-83.4% |