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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 | $191,900 | $176,786+8.5% | $146,643+30.9% | $167,536+14.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.58% | 24.04%-19.5pp | 22.75%-18.2pp | 478.82%-474.2pp |
| Employer contribution / active EE | $16,638 | $5,161+222.4% | $4,137+302.2% | $4,839+243.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,842 | $13,262-86.1% | $10,280-82.1% | $12,315-85.0% |