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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 | $220,423 | $157,304+40.1% | $141,197+56.1% | $152,909+44.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.53% | 64.34%-55.8pp | 71.41%-62.9pp | 345.46%-336.9pp |
| Employer contribution / active EE | $25,000 | $5,263+375.1% | $4,736+427.8% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $643 | $12,126-94.7% | $10,265-93.7% | $11,601-94.5% |