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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 | $234,904 | $111,814+110.1% | $103,374+127.2% | $145,959+60.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.21% | 24.77%-17.6pp | 24.89%-17.7pp | 561.95%-554.7pp |
| Employer contribution / active EE | $14,286 | $4,214+239.0% | $3,869+269.2% | $4,661+206.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,457 | $9,754+79.0% | $8,394+108.0% | $13,398+30.3% |