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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 | $130,233 | $161,352-19.3% | $134,172-2.9% | $137,256-5.1% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 8.55% | 28.72%-20.2pp | 25.30%-16.7pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,705 | $4,099-9.6% | $3,420+8.3% | $4,156-10.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $27,193 | $15,028+81.0% | $12,016+126.3% | $12,270+121.6% |