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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 | $74,423 | $73,978+0.6% | $96,515-22.9% | $75,173-1.0% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 10.27% | 26.72%-16.4pp | 35.73%-25.5pp | 160.72%-150.4pp |
| Employer contribution / active EE | $10,000 | $2,931+241.2% | $3,740+167.4% | $2,671+274.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,111 | $5,219+55.4% | $6,735+20.4% | $5,651+43.5% |