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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 | $214,102 | $81,947+161.3% | $105,387+103.2% | $72,976+193.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.22% | 42.90%-38.7pp | 26.82%-22.6pp | 81.02%-76.8pp |
| Employer contribution / active EE | $8,333 | $3,468+140.3% | $4,213+97.8% | $2,440+241.5% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,103 | $6,258+13.5% | $6,559+8.3% | $5,124+38.6% |