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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 | $192,945 | $165,939+16.3% | $122,354+57.7% | $147,586+30.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.13% | 34.56%-29.4pp | 30.28%-25.1pp | 578.59%-573.5pp |
| Employer contribution / active EE | $9,870 | $5,754+71.5% | $4,051+143.6% | $4,876+102.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,405 | $7,425-81.1% | $5,479-74.4% | $10,886-87.1% |