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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 | $163,496 | $115,911+41.1% | $100,530+62.6% | $158,950+2.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.10% | 34.80%-29.7pp | 30.89%-25.8pp | 302.91%-297.8pp |
| Employer contribution / active EE | $12,500 | $4,104+204.6% | $3,418+265.7% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,723 | $10,999-2.5% | $8,083+32.7% | $11,248-4.7% |