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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 | $73,175 | $86,891-15.8% | $142,516-48.7% | $75,173-2.7% |
| Participation rate | 94.7% | 68.5%+26.2pp | 76.8%+18.0pp | 67.2%+27.5pp |
| Annual return | 11.20% | 23.31%-12.1pp | 19.99%-8.8pp | 160.72%-149.5pp |
| Employer contribution / active EE | $4,211 | $3,355+25.5% | $4,849-13.2% | $2,671+57.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,280-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,833 | $7,299+75.8% | $10,008+28.2% | $5,651+127.1% |