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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 | $174,649 | $77,460+125.5% | $100,378+74.0% | $80,925+115.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 11.30% | 37.24%-25.9pp | 49.41%-38.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $8,000 | $2,801+185.6% | $3,942+102.9% | $2,756+190.2% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,856 | $5,887+67.4% | $7,899+24.8% | $6,940+42.0% |