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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 | $163,061 | $58,099+180.7% | $76,902+112.0% | $75,177+116.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.18% | 26.71%-16.5pp | 37.91%-27.7pp | 160.75%-150.6pp |
| Employer contribution / active EE | $2,477 | $1,996+24.1% | $2,534-2.2% | $2,671-7.3% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,350 | $4,778+95.7% | $5,479+70.7% | $5,651+65.5% |