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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 | $177,156+22.0% | $147,027+47.0% | $154,746+39.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 2.47% | 21.94%-19.5pp | 20.23%-17.8pp | 172.34%-169.9pp |
| Employer contribution / active EE | $14,276 | $4,336+229.2% | $3,626+293.7% | $4,379+226.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $951,255 | $14,904+6282.6% | $12,223+7682.8% | $14,365+6521.9% |