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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 | $117,971 | $184,014-35.9% | $161,149-26.8% | $138,895-15.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.18% | 21.52%-15.3pp | 21.16%-15.0pp | 145.39%-139.2pp |
| Employer contribution / active EE | $17,994 | $5,055+255.9% | $4,360+312.7% | $4,194+329.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,019 | $18,027-88.8% | $15,194-86.7% | $12,562-83.9% |