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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 | $216,107 | $161,352+33.9% | $134,172+61.1% | $137,256+57.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 2.47% | 28.72%-26.2pp | 25.30%-22.8pp | 220.34%-217.9pp |
| Employer contribution / active EE | $14,276 | $4,099+248.3% | $3,420+317.4% | $4,156+243.5% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $951,255 | $15,028+6229.9% | $12,016+7816.6% | $12,270+7652.6% |