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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 | $217,121 | $86,298+151.6% | $111,308+95.1% | $85,847+152.9% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 8.49% | 19.99%-11.5pp | 54.67%-46.2pp | 318.61%-310.1pp |
| Employer contribution / active EE | $13,908 | $2,044+580.6% | $2,732+409.1% | $2,565+442.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,830 | $8,189+7.8% | $7,965+10.9% | $6,261+41.0% |