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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 | $202,154 | $142,430+41.9% | $115,170+75.5% | $152,897+32.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 2.54% | 41.48%-38.9pp | 35.60%-33.1pp | 345.43%-342.9pp |
| Employer contribution / active EE | $12,500 | $4,011+211.7% | $3,179+293.2% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,521 | $8,464-11.1% | $7,089+6.1% | $11,599-35.2% |