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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 | $222,212 | $149,754+48.4% | $118,934+86.8% | $158,931+39.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.82% | 19.95%-15.1pp | 35.88%-31.1pp | 302.86%-298.0pp |
| Employer contribution / active EE | $8,253 | $4,116+100.5% | $3,263+152.9% | $4,761+73.3% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,627 | $8,603-57.8% | $6,580-44.9% | $11,247-67.8% |