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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 | $95,453+96.1% | $112,040+67.0% | $82,448+127.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.10% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $10,315 | $2,318+345.0% | $2,954+249.2% | $2,551+304.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,180 | $9,013-53.6% | $12,098-65.4% | $7,234-42.2% |