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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 | $174,385 | $201,372-13.4% | $184,260-5.4% | $145,884+19.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.38% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $10,512 | $7,024+49.7% | $6,427+63.6% | $4,662+125.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $557 | $16,362-96.6% | $13,898-96.0% | $13,392-95.8% |