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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 | $191,080 | $124,425+53.6% | $112,040+70.5% | $137,256+39.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.14% | 24.72%-20.6pp | 24.52%-20.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $14,404 | $3,411+322.2% | $2,954+387.6% | $4,156+246.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $69,332 | $15,207+355.9% | $12,098+473.1% | $12,270+465.0% |