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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 | $100,633 | $97,550+3.2% | $120,344-16.4% | $87,485+15.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 3.29% | 18.41%-15.1pp | 20.30%-17.0pp | 26.06%-22.8pp |
| Employer contribution / active EE | $8,090 | $2,291+253.2% | $3,020+167.9% | $2,596+211.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,390 | $9,543-22.6% | $12,742-42.0% | $7,775-5.0% |