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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 | $201,259-45.0% | $184,200-39.9% | $145,959-24.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 3.79% | 28.98%-25.2pp | 28.80%-25.0pp | 561.95%-558.2pp |
| Employer contribution / active EE | $9,246 | $7,018+31.7% | $6,424+43.9% | $4,661+98.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,963 | $16,372-45.3% | $13,907-35.6% | $13,398-33.1% |