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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 | $103,300 | $78,520+31.6% | $96,576+7.0% | $82,448+25.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 8.65% | 41.30%-32.7pp | 38.47%-29.8pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,438 | $2,630-45.3% | $3,553-59.5% | $2,551-43.6% |
| Participant deferral / active EE | $2,451 | $6,754-63.7% | $7,956-69.2% | $4,139-40.8% |
| Admin fee / account holder | $20,618 | $13,455+53.2% | $11,381+81.2% | $7,234+185.0% |