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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 | $142,072 | $124,330+14.3% | $109,173+30.1% | $167,536-15.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.36% | 26.04%-21.7pp | 25.75%-21.4pp | 478.82%-474.5pp |
| Employer contribution / active EE | $17,667 | $4,209+319.7% | $3,723+374.6% | $4,839+265.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,572 | $7,974-30.1% | $6,755-17.5% | $12,315-54.8% |