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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 | $229,733 | $161,352+42.4% | $134,172+71.2% | $137,256+67.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 3.66% | 28.72%-25.1pp | 25.30%-21.6pp | 220.34%-216.7pp |
| Employer contribution / active EE | $18,981 | $4,099+363.1% | $3,420+455.0% | $4,156+356.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $157,394 | $15,028+947.3% | $12,016+1209.9% | $12,270+1182.7% |