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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 | $68,584 | $155,555-55.9% | $146,866-53.3% | $155,188-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.08% | 115.41%-105.3pp | 102.85%-92.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $5,358 | $4,647+15.3% | $4,425+21.1% | $4,248+26.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,875 | $14,755-87.3% | $13,620-86.2% | $14,480-87.1% |