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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 | $179,842 | $110,410+62.9% | $102,437+75.6% | $145,897+23.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.44% | 24.85%-20.4pp | 24.95%-20.5pp | 552.29%-547.8pp |
| Employer contribution / active EE | $10,200 | $4,217+141.9% | $3,871+163.5% | $4,663+118.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,140 | $9,745-57.5% | $8,388-50.6% | $13,390-69.1% |