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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 | $168,014 | $106,267+58.1% | $96,520+74.1% | $139,456+20.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.64% | 38.45%-33.8pp | 35.72%-31.1pp | 373.45%-368.8pp |
| Employer contribution / active EE | $10,200 | $4,105+148.5% | $3,739+172.8% | $4,753+114.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,110 | $7,882-35.2% | $6,733-24.1% | $11,407-55.2% |