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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 | $96,515 | $69,977+37.9% | $108,582-11.1% | $62,881+53.5% |
| Participation rate | 94.7% | 72.9%+21.8pp | 79.6%+15.2pp | 69.3%+25.4pp |
| Annual return | 4.23% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $3,368 | $2,135+57.8% | $3,758-10.4% | $2,281+47.7% |
| Participant deferral / active EE | $947 | $3,165-70.1% | $4,311-78.0% | $3,203-70.4% |
| Admin fee / account holder | $3,924 | $5,076-22.7% | $7,645-48.7% | $4,296-8.6% |