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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 | $81,504+28.4% | $102,437+2.1% | $80,959+29.2% |
| Participation rate | 94.7% | 66.9%+27.9pp | 74.5%+20.2pp | 67.7%+27.1pp |
| Annual return | 8.05% | 25.60%-17.5pp | 24.95%-16.9pp | 35.67%-27.6pp |
| Employer contribution / active EE | $6,855 | $3,104+120.9% | $3,871+77.1% | $2,757+148.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,208 | $6,719+51.9% | $8,388+21.7% | $6,925+47.4% |