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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 | $237,264 | $86,298+174.9% | $111,308+113.2% | $85,847+176.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.69% | 19.99%-9.3pp | 54.67%-44.0pp | 318.61%-307.9pp |
| Employer contribution / active EE | $10,618 | $2,044+419.6% | $2,732+288.7% | $2,565+313.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,519 | $8,189+16.2% | $7,965+19.5% | $6,261+52.0% |