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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 | $219,151 | $149,679+46.4% | $117,039+87.2% | $147,586+48.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 6.99% | 19.31%-12.3pp | 18.95%-12.0pp | 578.59%-571.6pp |
| Employer contribution / active EE | $6,138 | $4,937+24.3% | $3,785+62.2% | $4,876+25.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,683 | $7,856+112.3% | $5,974+179.3% | $10,886+53.3% |