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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 | $191,608 | $106,524+79.9% | $152,301+25.8% | $87,485+119.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 9.97% | 26.89%-16.9pp | 80.50%-70.5pp | 26.06%-16.1pp |
| Employer contribution / active EE | $11,667 | $3,371+246.1% | $4,624+152.3% | $2,596+349.4% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,396 | $8,287+25.5% | $14,398-27.8% | $7,775+33.7% |