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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 | $183,977 | $201,370-8.6% | $184,256-0.2% | $145,897+26.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.47% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $15,000 | $7,024+113.6% | $6,427+133.4% | $4,663+221.7% |
| Participant deferral / active EE | $2,250 | $9,808-77.1% | $9,133-75.4% | $6,689-66.4% |
| Admin fee / account holder | $80,052 | $16,364+389.2% | $13,899+475.9% | $13,390+497.8% |