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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 | $178,036 | $106,247+67.6% | $96,515+84.5% | $139,466+27.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.45% | 38.47%-36.0pp | 35.73%-33.3pp | 373.66%-371.2pp |
| Employer contribution / active EE | $20,000 | $4,106+387.1% | $3,740+434.8% | $4,754+320.7% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,780 | $7,885-14.0% | $6,735+0.7% | $11,409-40.6% |