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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 | $164,055 | $146,267+12.2% | $197,124-16.8% | $82,448+99.0% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 13.10% | 29.61%-16.5pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,896 | $4,723+88.3% | $6,227+42.9% | $2,551+248.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,450 | $14,422+0.2% | $16,298-11.3% | $7,234+99.7% |