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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 | $120,865 | $67,602+78.8% | $82,312+46.8% | $70,126+72.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.98% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,564 | $1,755+46.1% | $2,428+5.6% | $2,343+9.5% |
| Participant deferral / active EE | $765 | $2,987-74.4% | $3,706-79.4% | $3,332-77.0% |
| Admin fee / account holder | $2,179 | $4,512-51.7% | $5,608-61.1% | $4,645-53.1% |