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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 | $166,821 | $177,156-5.8% | $147,027+13.5% | $154,746+7.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 5.29% | 21.94%-16.6pp | 20.23%-14.9pp | 172.34%-167.0pp |
| Employer contribution / active EE | $7,258 | $4,336+67.4% | $3,626+100.2% | $4,379+65.7% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $41,424 | $14,904+177.9% | $12,223+238.9% | $14,365+188.4% |