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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 | $112,729+51.3% | $98,716+72.8% | $137,256+24.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 4.39% | 38.48%-34.1pp | 31.81%-27.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $8,991 | $2,725+229.9% | $2,279+294.6% | $4,156+116.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,773 | $10,129+26.1% | $8,703+46.8% | $12,270+4.1% |