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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 | $106,261 | $100,970+5.2% | $96,576+10.0% | $137,256-22.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.09% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $15,000 | $3,809+293.8% | $3,553+322.2% | $4,156+260.9% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25,820 | $11,312+128.3% | $11,381+126.9% | $12,270+110.4% |