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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 | $106,082 | $63,365+67.4% | $91,994+15.3% | $72,976+45.4% |
| Participation rate | 97.2% | 72.5%+24.7pp | 78.6%+18.6pp | 69.5%+27.7pp |
| Annual return | 5.92% | 35.35%-29.4pp | 69.04%-63.1pp | 81.02%-75.1pp |
| Employer contribution / active EE | $7,566 | $2,116+257.7% | $3,453+119.1% | $2,440+210.1% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,177 | $4,670-53.4% | $7,744-71.9% | $5,124-57.5% |