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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 | $180,077 | $184,014-2.1% | $161,149+11.7% | $138,895+29.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.40% | 21.52%-15.1pp | 21.16%-14.8pp | 145.39%-139.0pp |
| Employer contribution / active EE | $15,500 | $5,055+206.6% | $4,360+255.5% | $4,194+269.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $133,333 | $18,027+639.6% | $15,194+777.5% | $12,562+961.4% |