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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 | $219,639 | $67,602+224.9% | $82,312+166.8% | $70,126+213.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.70% | 21.57%-14.9pp | 25.88%-19.2pp | 73.15%-66.4pp |
| Employer contribution / active EE | $9,238 | $1,755+426.4% | $2,428+280.4% | $2,343+294.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,213 | $4,512+37.7% | $5,608+10.8% | $4,645+33.8% |