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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 | $216,034 | $86,919+148.5% | $102,457+110.9% | $80,911+167.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 5.31% | 18.90%-13.6pp | 29.41%-24.1pp | 35.63%-30.3pp |
| Employer contribution / active EE | $8,333 | $2,368+251.9% | $3,022+175.7% | $2,756+202.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,919 | $8,049-1.6% | $9,451-16.2% | $6,935+14.2% |