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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 | $170,592 | $115,225+48.1% | $100,712+69.4% | $138,895+22.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 4.39% | 40.35%-36.0pp | 33.27%-28.9pp | 145.39%-141.0pp |
| Employer contribution / active EE | $8,991 | $2,771+224.4% | $2,313+288.8% | $4,194+114.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,773 | $10,844+17.8% | $9,256+38.0% | $12,562+1.7% |