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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 | $111,978 | $60,349+85.6% | $74,184+50.9% | $62,881+78.1% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 1.97% | 21.38%-19.4pp | 17.74%-15.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $8,230 | $1,680+389.8% | $2,370+247.2% | $2,281+260.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,044 | $4,261-75.5% | $5,586-81.3% | $4,296-75.7% |