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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 | $169,456 | $67,606+150.7% | $82,313+105.9% | $70,124+141.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.06% | 21.57%-12.5pp | 25.88%-16.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $9,020 | $1,755+414.0% | $2,428+271.4% | $2,342+285.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,483 | $4,512-67.1% | $5,608-73.6% | $4,645-68.1% |