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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 | $208,206 | $77,574+168.4% | $108,753+91.4% | $86,983+139.4% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 10.32% | 18.42%-8.1pp | 37.47%-27.1pp | 25.83%-15.5pp |
| Employer contribution / active EE | $10,345 | $1,611+542.3% | $2,427+326.3% | $2,584+300.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,687 | $6,529-74.2% | $10,320-83.7% | $7,856-78.5% |