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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 | $100,703 | $87,834+14.7% | $133,975-24.8% | $62,881+60.1% |
| Participation rate | 93.2% | 83.4%+9.8pp | 87.1%+6.2pp | 69.3%+23.9pp |
| Annual return | 5.43% | 12.05%-6.6pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $14,335 | $3,482+311.6% | $5,211+175.1% | $2,281+528.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,450 | $5,372-17.2% | $9,324-52.3% | $4,296+3.6% |