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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 | $223,465 | $157,276+42.1% | $141,177+58.3% | $152,885+46.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.32% | 64.33%-50.0pp | 71.40%-57.1pp | 345.39%-331.1pp |
| Employer contribution / active EE | $6,233 | $5,262+18.5% | $4,736+31.6% | $4,763+30.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,938 | $12,123-34.5% | $10,263-22.7% | $11,598-31.6% |