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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 | $102,134 | $73,787+38.4% | $98,716+3.5% | $82,448+23.9% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.3%+28.3pp | 68.1%+29.5pp |
| Annual return | 6.47% | 18.57%-12.1pp | 31.81%-25.3pp | 41.64%-35.2pp |
| Employer contribution / active EE | $4,878 | $1,511+222.8% | $2,279+114.1% | $2,551+91.2% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,530 | $6,500+0.5% | $8,703-25.0% | $7,234-9.7% |