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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 | $213,457 | $101,795+109.7% | $165,100+29.3% | $80,959+163.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.34% | 16.73%-7.4pp | 70.21%-60.9pp | 35.67%-26.3pp |
| Employer contribution / active EE | $8,051 | $2,954+172.6% | $4,348+85.2% | $2,757+192.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,359 | $8,221+1.7% | $12,696-34.2% | $6,925+20.7% |