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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 | $112,729+67.5% | $98,716+91.3% | $137,256+37.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.14% | 38.48%-30.3pp | 31.81%-23.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $9,422 | $2,725+245.7% | $2,279+313.5% | $4,156+126.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,280 | $10,129-77.5% | $8,703-73.8% | $12,270-81.4% |