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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 | $101,591 | $69,977+45.2% | $108,582-6.4% | $62,881+61.6% |
| Participation rate | 95.2% | 72.9%+22.3pp | 79.6%+15.7pp | 69.3%+25.9pp |
| Annual return | 4.50% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $4,580 | $2,135+114.5% | $3,758+21.8% | $2,281+100.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,947 | $5,076-61.6% | $7,645-74.5% | $4,296-54.7% |