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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 | $67,894+73.2% | $89,340+31.6% | $82,448+42.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 7.50% | 19.21%-11.7pp | 20.57%-13.1pp | 41.64%-34.1pp |
| Employer contribution / active EE | $12,000 | $1,828+556.5% | $2,231+437.8% | $2,551+370.4% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,433 | $5,723+99.8% | $6,704+70.5% | $7,234+58.0% |