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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 | $144,979 | $63,355+128.8% | $91,994+57.6% | $72,983+98.6% |
| Participation rate | 97.9% | 72.5%+25.4pp | 78.6%+19.2pp | 69.5%+28.4pp |
| Annual return | 17.13% | 35.35%-18.2pp | 69.03%-51.9pp | 81.01%-63.9pp |
| Employer contribution / active EE | $8,952 | $2,116+323.1% | $3,452+159.3% | $2,440+266.9% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,637 | $4,668-43.5% | $7,743-65.9% | $5,124-48.5% |