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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 | $144,123 | $97,550+47.7% | $120,344+19.8% | $87,485+64.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 10.91% | 18.41%-7.5pp | 20.30%-9.4pp | 26.06%-15.2pp |
| Employer contribution / active EE | $9,820 | $2,291+328.7% | $3,020+225.1% | $2,596+278.2% |
| Participant deferral / active EE | $199 | $4,230-95.3% | $5,135-96.1% | $4,274-95.3% |
| Admin fee / account holder | $8,283 | $9,543-13.2% | $12,742-35.0% | $7,775+6.5% |