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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 | $117,595 | $86,330+36.2% | $121,871-3.5% | $94,015+25.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 7.50% | 14.95%-7.4pp | 13.57%-6.1pp | 17.84%-10.3pp |
| Employer contribution / active EE | $12,000 | $2,292+423.5% | $2,731+339.4% | $2,790+330.1% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,433 | $7,346+55.6% | $11,551-1.0% | $8,951+27.7% |