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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 | $171,551 | $124,425+37.9% | $112,040+53.1% | $137,256+25.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.27% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.1pp |
| Employer contribution / active EE | $7,386 | $3,411+116.5% | $2,954+150.0% | $4,156+77.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,307 | $15,207-19.1% | $12,098+1.7% | $12,270+0.3% |