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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 | $149,741+48.4% | $118,914+86.9% | $158,982+39.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.82% | 19.94%-15.1pp | 35.89%-31.1pp | 302.99%-298.2pp |
| Employer contribution / active EE | $8,253 | $4,119+100.4% | $3,264+152.8% | $4,763+73.3% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,627 | $8,607-57.9% | $6,582-44.9% | $11,252-67.8% |