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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 | $82,402 | $87,132-5.4% | $105,624-22.0% | $80,959+1.8% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.6pp | 67.7%+29.2pp |
| Annual return | 9.86% | 17.03%-7.2pp | 116.20%-106.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $4,563 | $2,397+90.4% | $3,168+44.0% | $2,757+65.5% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,542 | $8,449-81.8% | $10,961-85.9% | $6,925-77.7% |