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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 | $194,575 | $110,212+76.5% | $96,534+101.6% | $139,466+39.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.27% | 26.42%-18.1pp | 25.88%-17.6pp | 373.66%-365.4pp |
| Employer contribution / active EE | $6,656 | $3,620+83.9% | $2,965+124.5% | $4,754+40.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,557 | $11,599-86.6% | $8,253-81.1% | $11,409-86.4% |