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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 | $175,861 | $95,959+83.3% | $97,411+80.5% | $138,895+26.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 11.38% | 29.30%-17.9pp | 34.72%-23.3pp | 145.39%-134.0pp |
| Employer contribution / active EE | $8,482 | $4,278+98.2% | $4,210+101.5% | $4,194+102.2% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,634 | $7,555+54.0% | $7,145+62.8% | $12,562-7.4% |