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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 | $216,273 | $67,606+219.9% | $82,313+162.7% | $70,131+208.4% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 11.02% | 21.57%-10.5pp | 25.88%-14.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $13,000 | $1,755+640.8% | $2,428+435.4% | $2,342+455.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,016 | $4,512+11.2% | $5,608-10.6% | $4,645+8.0% |