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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 | $188,855 | $124,980+51.1% | $108,359+74.3% | $154,746+22.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.14% | 45.00%-36.9pp | 36.89%-28.8pp | 172.34%-164.2pp |
| Employer contribution / active EE | $9,422 | $2,851+230.5% | $2,399+292.7% | $4,379+115.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,280 | $11,502-80.2% | $9,741-76.6% | $14,365-84.1% |