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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 | $123,155+38.5% | $108,753+56.9% | $155,188+9.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.39% | 44.73%-40.3pp | 37.47%-33.1pp | 148.84%-144.4pp |
| Employer contribution / active EE | $8,991 | $2,811+219.8% | $2,427+270.5% | $4,248+111.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,773 | $12,126+5.3% | $10,320+23.8% | $14,480-11.8% |