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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 | $105,623 | $72,273+46.1% | $101,275+4.3% | $79,856+32.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.91% | 22.30%-14.4pp | 46.48%-38.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $7,317 | $2,691+171.9% | $3,660+99.9% | $2,471+196.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,090 | $4,401+15.6% | $5,948-14.4% | $5,306-4.1% |