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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 | $209,067 | $109,620+90.7% | $148,496+40.8% | $94,015+122.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 10.09% | 17.54%-7.5pp | 12.33%-2.2pp | 17.84%-7.8pp |
| Employer contribution / active EE | $17,118 | $2,618+553.9% | $3,497+389.4% | $2,790+513.5% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $18,272 | $10,050+81.8% | $19,547-6.5% | $8,951+104.1% |