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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 | $110,632 | $201,370-45.1% | $184,256-40.0% | $145,897-24.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 3.79% | 29.05%-25.3pp | 28.85%-25.1pp | 552.29%-548.5pp |
| Employer contribution / active EE | $9,246 | $7,024+31.6% | $6,427+43.9% | $4,663+98.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,963 | $16,364-45.2% | $13,899-35.5% | $13,390-33.1% |