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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 | $131,726 | $110,240+19.5% | $96,544+36.4% | $139,487-5.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 6.85% | 26.41%-19.6pp | 25.88%-19.0pp | 373.84%-367.0pp |
| Employer contribution / active EE | $10,864 | $3,622+199.9% | $2,966+266.2% | $4,755+128.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,209 | $11,602-63.7% | $8,254-49.0% | $11,407-63.1% |