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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 | $189,501 | $112,729+68.1% | $98,716+92.0% | $137,256+38.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.19% | 38.48%-30.3pp | 31.81%-23.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $11,927 | $2,725+337.6% | $2,279+423.4% | $4,156+187.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,809 | $10,129-72.3% | $8,703-67.7% | $12,270-77.1% |