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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 | $153,147 | $201,344-23.9% | $184,243-16.9% | $145,877+5.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.74% | 29.01%-26.3pp | 28.82%-26.1pp | 551.28%-548.5pp |
| Employer contribution / active EE | $10,615 | $7,022+51.2% | $6,427+65.2% | $4,663+127.6% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,946 | $16,382-2.7% | $13,914+14.6% | $13,402+19.0% |