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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 | $236,333 | $100,279+135.7% | $81,353+190.5% | $145,884+62.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.16% | 34.49%-30.3pp | 24.82%-20.7pp | 551.85%-547.7pp |
| Employer contribution / active EE | $4,167 | $2,979+39.9% | $2,464+69.1% | $4,662-10.6% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,042 | $8,206-14.2% | $5,766+22.1% | $13,392-47.4% |