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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 | $93,190 | $51,207+82.0% | $70,565+32.1% | $75,177+24.0% |
| Participation rate | 94.0% | 61.0%+33.0pp | 68.4%+25.6pp | 67.2%+26.8pp |
| Annual return | 8.14% | 30.05%-21.9pp | 32.79%-24.7pp | 160.75%-152.6pp |
| Employer contribution / active EE | $4,377 | $1,826+139.6% | $2,976+47.1% | $2,671+63.8% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,888 | $4,097-53.9% | $6,430-70.6% | $5,651-66.6% |