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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 | $136,860+25.3% | $120,344+42.6% | $154,746+10.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.27% | 21.38%-14.1pp | 20.30%-13.0pp | 172.34%-165.1pp |
| Employer contribution / active EE | $7,386 | $3,533+109.1% | $3,020+144.6% | $4,379+68.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,307 | $15,393-20.0% | $12,742-3.4% | $14,365-14.3% |