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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 | $97,648+97.4% | $121,663+58.4% | $87,485+120.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 8.54% | 18.03%-9.5pp | 147.54%-139.0pp | 26.06%-17.5pp |
| Employer contribution / active EE | $9,531 | $2,300+314.3% | $3,020+215.6% | $2,596+267.1% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $718 | $11,100-93.5% | $14,289-95.0% | $7,775-90.8% |