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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 | $184,478 | $72,471+154.6% | $94,215+95.8% | $86,983+112.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 6.48% | 26.44%-20.0pp | 28.22%-21.7pp | 25.83%-19.4pp |
| Employer contribution / active EE | $10,035 | $1,936+418.4% | $2,675+275.1% | $2,584+288.3% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,526 | $6,468+31.8% | $10,216-16.5% | $7,856+8.5% |