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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 | $157,645 | $124,980+26.1% | $108,359+45.5% | $154,746+1.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.19% | 45.00%-36.8pp | 36.89%-28.7pp | 172.34%-164.1pp |
| Employer contribution / active EE | $6,074 | $2,851+113.1% | $2,399+153.1% | $4,379+38.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,820 | $11,502-32.0% | $9,741-19.7% | $14,365-45.6% |