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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 | $187,160 | $104,098+79.8% | $140,514+33.2% | $94,015+99.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 8.10% | 15.14%-7.0pp | 14.36%-6.3pp | 17.84%-9.7pp |
| Employer contribution / active EE | $10,315 | $2,388+331.9% | $3,378+205.3% | $2,790+269.7% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,180 | $10,439-60.0% | $13,697-69.5% | $8,951-53.3% |