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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 | $246,216 | $77,638+217.1% | $156,551+57.3% | $62,881+291.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.55% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $6,397 | $3,444+85.7% | $5,501+16.3% | $2,281+180.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,606 | $5,561+36.8% | $13,028-41.6% | $4,296+77.1% |