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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 | $106,470 | $95,453+11.5% | $112,040-5.0% | $82,448+29.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 7.22% | 23.92%-16.7pp | 24.52%-17.3pp | 41.64%-34.4pp |
| Employer contribution / active EE | $2,308 | $2,318-0.4% | $2,954-21.9% | $2,551-9.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $424 | $9,013-95.3% | $12,098-96.5% | $7,234-94.1% |