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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 | $116,048 | $72,492+60.1% | $87,104+33.2% | $72,975+59.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.47% | 24.46%-10.0pp | 28.19%-13.7pp | 81.01%-66.5pp |
| Employer contribution / active EE | $8,241 | $1,894+335.1% | $2,521+226.8% | $2,440+237.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14,606 | $5,055+189.0% | $7,491+95.0% | $5,124+185.1% |