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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 | $135,200 | $79,961+69.1% | $98,462+37.3% | $75,177+79.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 10.74% | 19.75%-9.0pp | 21.17%-10.4pp | 160.75%-150.0pp |
| Employer contribution / active EE | $7,977 | $2,264+252.3% | $3,049+161.6% | $2,671+198.6% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,498 | $6,842+155.7% | $8,875+97.2% | $5,651+209.6% |