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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 | $241,364 | $67,602+257.0% | $82,312+193.2% | $70,126+244.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.12% | 21.57%-13.4pp | 25.88%-17.8pp | 73.15%-65.0pp |
| Employer contribution / active EE | $13,490 | $1,755+668.7% | $2,428+455.5% | $2,343+475.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,368 | $4,512-3.2% | $5,608-22.1% | $4,645-6.0% |