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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 | $192,758 | $101,950+89.1% | $125,529+53.6% | $86,983+121.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 8.54% | 18.29%-9.8pp | 202.56%-194.0pp | 25.83%-17.3pp |
| Employer contribution / active EE | $9,531 | $2,358+304.2% | $3,058+211.7% | $2,584+268.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $718 | $12,791-94.4% | $16,298-95.6% | $7,856-90.9% |