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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 | $222,572 | $124,314+79.0% | $109,163+103.9% | $167,518+32.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.53% | 26.04%-22.5pp | 25.75%-22.2pp | 478.71%-475.2pp |
| Employer contribution / active EE | $18,515 | $4,209+339.9% | $3,723+397.4% | $4,838+282.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,050 | $7,973-24.1% | $6,754-10.4% | $12,312-50.9% |