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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 | $113,952 | $156,398-27.1% | $147,318-22.6% | $138,895-18.0% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 8.75% | 78.75%-70.0pp | 70.43%-61.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $9,091 | $4,853+87.3% | $4,593+97.9% | $4,194+116.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $225,454 | $14,976+1405.5% | $13,708+1544.7% | $12,562+1694.7% |