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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 | $84,951 | $52,306+62.4% | $69,779+21.7% | $62,881+35.1% |
| Participation rate | 94.7% | 67.2%+27.5pp | 71.8%+22.9pp | 69.3%+25.4pp |
| Annual return | 3.76% | 13.35%-9.6pp | 12.99%-9.2pp | 20.14%-16.4pp |
| Employer contribution / active EE | $4,311 | $1,799+139.6% | $2,338+84.4% | $2,281+89.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,301 | $3,691-10.6% | $4,381-24.7% | $4,296-23.2% |