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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 | $198,962 | $112,131+77.4% | $95,964+107.3% | $158,982+25.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.28% | 171.19%-165.9pp | 91.64%-86.4pp | 302.99%-297.7pp |
| Employer contribution / active EE | $3,634 | $3,199+13.6% | $2,541+43.0% | $4,763-23.7% |
| Participant deferral / active EE | $419 | $4,784-91.2% | $4,167-89.9% | $5,983-93.0% |
| Admin fee / account holder | $21,953 | $10,136+116.6% | $6,797+223.0% | $11,252+95.1% |