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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 | $88,539 | $80,983+9.3% | $96,544-8.3% | $75,177+17.8% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 3.49% | 27.05%-23.6pp | 25.88%-22.4pp | 160.75%-157.3pp |
| Employer contribution / active EE | $7,580 | $2,282+232.1% | $2,966+155.5% | $2,671+183.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,767 | $6,717-29.0% | $8,254-42.2% | $5,651-15.6% |