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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 | $154,149 | $73,787+108.9% | $98,716+56.2% | $82,448+87.0% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.3%+25.2pp | 68.1%+26.4pp |
| Annual return | 8.66% | 18.57%-9.9pp | 31.81%-23.1pp | 41.64%-33.0pp |
| Employer contribution / active EE | $8,333 | $1,511+451.4% | $2,279+265.7% | $2,551+226.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $31,835 | $6,500+389.7% | $8,703+265.8% | $7,234+340.0% |