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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 | $104,423 | $104,098+0.3% | $140,514-25.7% | $94,015+11.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 6.41% | 15.14%-8.7pp | 14.36%-7.9pp | 17.84%-11.4pp |
| Employer contribution / active EE | $1,538 | $2,388-35.6% | $3,378-54.5% | $2,790-44.9% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,129 | $10,439-3.0% | $13,697-26.1% | $8,951+13.2% |