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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 | $166,821 | $161,352+3.4% | $134,172+24.3% | $137,256+21.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 5.29% | 28.72%-23.4pp | 25.30%-20.0pp | 220.34%-215.0pp |
| Employer contribution / active EE | $7,258 | $4,099+77.1% | $3,420+112.2% | $4,156+74.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $41,424 | $15,028+175.6% | $12,016+244.7% | $12,270+237.6% |