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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 | $199,721 | $103,387+93.2% | $87,102+129.3% | $152,885+30.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.96% | 28.10%-21.1pp | 28.19%-21.2pp | 345.39%-338.4pp |
| Employer contribution / active EE | $20,000 | $3,221+521.0% | $2,521+693.2% | $4,763+319.9% |
| Participant deferral / active EE | $1,350 | $4,778-71.7% | $4,048-66.7% | $5,851-76.9% |
| Admin fee / account holder | $3,902 | $12,193-68.0% | $7,491-47.9% | $11,598-66.4% |