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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 | $79,929 | $63,904+25.1% | $89,340-10.5% | $67,986+17.6% |
| Participation rate | 99.2% | 54.3%+44.8pp | 69.6%+29.6pp | 57.2%+42.0pp |
| Annual return | 10.46% | 18.09%-7.6pp | 20.57%-10.1pp | 31.67%-21.2pp |
| Employer contribution / active EE | $4,245 | $1,627+160.9% | $2,231+90.3% | $2,019+110.3% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,196 | $3,315-63.9% | $6,704-82.2% | $3,203-62.7% |