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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 | $177,435 | $112,729+57.4% | $98,716+79.7% | $137,256+29.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 4.07% | 38.48%-34.4pp | 31.81%-27.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $20,000 | $2,725+633.9% | $2,279+777.8% | $4,156+381.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,259 | $10,129-38.2% | $8,703-28.1% | $12,270-49.0% |