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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 | $168,158 | $165,939+1.3% | $122,354+37.4% | $147,586+13.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 6.50% | 34.56%-28.1pp | 30.28%-23.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $9,375 | $5,754+62.9% | $4,051+131.4% | $4,876+92.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,835 | $7,425-75.3% | $5,479-66.5% | $10,886-83.1% |