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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 | $166,079 | $70,532+135.5% | $68,948+140.9% | $137,256+21.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 12.55% | 32.56%-20.0pp | 28.39%-15.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,497 | $4,355+72.2% | $4,165+80.0% | $4,156+80.4% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,287 | $7,916-58.5% | $7,539-56.4% | $12,270-73.2% |