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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 | $104,638 | $81,446+28.5% | $103,374+1.2% | $80,874+29.4% |
| Participation rate | 94.7% | 66.9%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 8.05% | 25.57%-17.5pp | 24.89%-16.8pp | 35.62%-27.6pp |
| Employer contribution / active EE | $6,855 | $3,107+120.6% | $3,869+77.2% | $2,756+148.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,208 | $6,715+52.0% | $8,394+21.6% | $6,935+47.2% |