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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 | $241,900 | $106,974+126.1% | $90,796+166.4% | $138,895+74.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 3.58% | 20.10%-16.5pp | 19.29%-15.7pp | 145.39%-141.8pp |
| Employer contribution / active EE | $4,167 | $2,609+59.7% | $2,294+81.7% | $4,194-0.7% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,055 | $8,626-18.2% | $7,024+0.5% | $12,562-43.8% |