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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 | $174,084 | $138,385+25.8% | $184,200-5.5% | $80,874+115.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.53% | 20.02%-9.5pp | 28.80%-18.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $14,083 | $4,849+190.4% | $6,424+119.2% | $2,756+411.1% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,567 | $10,483-37.4% | $13,907-52.8% | $6,935-5.3% |