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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 | $93,334 | $67,606+38.1% | $82,313+13.4% | $70,124+33.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.44% | 21.57%-12.1pp | 25.88%-16.4pp | 73.14%-63.7pp |
| Employer contribution / active EE | $3,253 | $1,755+85.4% | $2,428+34.0% | $2,342+38.9% |
| Participant deferral / active EE | $730 | $2,987-75.6% | $3,706-80.3% | $3,332-78.1% |
| Admin fee / account holder | $12,398 | $4,512+174.8% | $5,608+121.1% | $4,645+166.9% |