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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 | $140,267 | $124,314+12.8% | $109,163+28.5% | $167,518-16.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.01% | 26.04%-17.0pp | 25.75%-16.7pp | 478.71%-469.7pp |
| Employer contribution / active EE | $19,909 | $4,209+373.0% | $3,723+434.8% | $4,838+311.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,184 | $7,973+40.3% | $6,754+65.6% | $12,312-9.2% |