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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 | $209,548 | $183,516+14.2% | $155,534+34.7% | $145,884+43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.51% | 61.43%-59.9pp | 64.92%-63.4pp | 551.85%-550.3pp |
| Employer contribution / active EE | $10,966 | $5,315+106.3% | $4,675+134.6% | $4,662+135.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,698 | $19,293-60.1% | $15,900-51.6% | $13,392-42.5% |