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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 | $81,476+28.4% | $102,383+2.2% | $80,925+29.3% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.7%+27.1pp |
| Annual return | 8.05% | 25.59%-17.5pp | 24.94%-16.9pp | 35.65%-27.6pp |
| Employer contribution / active EE | $6,855 | $3,105+120.8% | $3,870+77.1% | $2,756+148.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,208 | $6,717+52.0% | $8,391+21.6% | $6,940+47.1% |