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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 | $221,668 | $102,609+116.0% | $98,090+126.0% | $138,895+59.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 8.29% | 36.44%-28.1pp | 37.05%-28.8pp | 145.39%-137.1pp |
| Employer contribution / active EE | $7,600 | $3,867+96.5% | $3,606+110.7% | $4,194+81.2% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,591 | $11,434-42.4% | $11,815-44.2% | $12,562-47.5% |