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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 | $201,259-8.6% | $184,200-0.1% | $145,959+26.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.47% | 28.98%-19.5pp | 28.80%-19.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $15,000 | $7,018+113.7% | $6,424+133.5% | $4,661+221.8% |
| Participant deferral / active EE | $2,250 | $9,806-77.1% | $9,132-75.4% | $6,689-66.4% |
| Admin fee / account holder | $80,052 | $16,372+388.9% | $13,907+475.6% | $13,398+497.5% |