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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 | $245,308 | $79,961+206.8% | $98,462+149.1% | $75,177+226.3% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.2%+23.4pp | 67.2%+31.3pp |
| Annual return | 3.26% | 19.75%-16.5pp | 21.17%-17.9pp | 160.75%-157.5pp |
| Employer contribution / active EE | $8,138 | $2,264+259.4% | $3,049+166.9% | $2,671+204.7% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $31,608 | $6,842+361.9% | $8,875+256.2% | $5,651+459.3% |