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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 | $244,060 | $124,330+96.3% | $109,173+123.6% | $167,536+45.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.49% | 26.04%-17.6pp | 25.75%-17.3pp | 478.82%-470.3pp |
| Employer contribution / active EE | $20,000 | $4,209+375.2% | $3,723+437.2% | $4,839+313.3% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,726 | $7,974-28.2% | $6,755-15.2% | $12,315-53.5% |