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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 | $122,148 | $100,970+21.0% | $96,576+26.5% | $137,256-11.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 3.63% | 38.16%-34.5pp | 38.47%-34.8pp | 220.34%-216.7pp |
| Employer contribution / active EE | $9,425 | $3,809+147.4% | $3,553+165.3% | $4,156+126.8% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,408 | $11,312+0.8% | $11,381+0.2% | $12,270-7.0% |