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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 | $82,868 | $201,370-58.8% | $184,256-55.0% | $145,897-43.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.97% | 29.05%-21.1pp | 28.85%-20.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $16,188 | $7,024+130.5% | $6,427+151.9% | $4,663+247.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,977 | $16,364+3.7% | $13,899+22.1% | $13,390+26.8% |