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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 | $102,147 | $100,194+1.9% | $122,979-16.9% | $86,983+17.4% |
| Participation rate | 95.7% | 73.0%+22.7pp | 77.2%+18.5pp | 69.5%+26.1pp |
| Annual return | 9.04% | 16.47%-7.4pp | 20.12%-11.1pp | 25.83%-16.8pp |
| Employer contribution / active EE | $2,277 | $2,326-2.1% | $3,062-25.6% | $2,584-11.9% |
| Participant deferral / active EE | $1,854 | $4,133-55.2% | $5,003-62.9% | $4,194-55.8% |
| Admin fee / account holder | $23,982 | $10,148+136.3% | $12,864+86.4% | $7,856+205.3% |