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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 | $92,240 | $86,949+6.1% | $102,460-10.0% | $80,959+13.9% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | 7.96% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $11,111 | $2,370+368.9% | $3,025+267.3% | $2,757+303.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,783 | $8,048-15.7% | $9,460-28.3% | $6,925-2.1% |