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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 | $111,377 | $69,273+60.8% | $90,796+22.7% | $82,637+34.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 7.79% | 18.37%-10.6pp | 19.29%-11.5pp | 53.51%-45.7pp |
| Employer contribution / active EE | $17,647 | $1,865+846.1% | $2,294+669.4% | $2,552+591.5% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,450 | $5,511-73.7% | $7,024-79.4% | $7,339-80.2% |