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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 | $112,041 | $67,602+65.7% | $82,312+36.1% | $70,126+59.8% |
| Participation rate | 94.8% | 72.8%+22.0pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 1.39% | 21.57%-20.2pp | 25.88%-24.5pp | 73.15%-71.8pp |
| Employer contribution / active EE | $7,086 | $1,755+303.8% | $2,428+191.8% | $2,343+202.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,588 | $4,512+223.3% | $5,608+160.1% | $4,645+214.0% |