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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 | $241,491 | $105,856+128.1% | $90,161+167.8% | $147,586+63.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.00% | 37.63%-28.6pp | 34.89%-25.9pp | 578.59%-569.6pp |
| Employer contribution / active EE | $5,936 | $4,126+43.9% | $3,318+78.9% | $4,876+21.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,517 | $8,046-81.1% | $5,943-74.5% | $10,886-86.1% |