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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 | $247,909 | $83,485+197.0% | $125,195+98.0% | $72,976+239.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 3.92% | 25.77%-21.8pp | 43.79%-39.9pp | 81.02%-77.1pp |
| Employer contribution / active EE | $10,153 | $2,346+332.8% | $3,866+162.6% | $2,440+316.1% |
| Participant deferral / active EE | $268 | $3,586-92.5% | $4,937-94.6% | $3,608-92.6% |
| Admin fee / account holder | $7,364 | $5,518+33.5% | $9,704-24.1% | $5,124+43.7% |