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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 | $67,163 | $53,128+26.4% | $86,582-22.4% | $70,126-4.2% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 8.95% | 27.66%-18.7pp | 965.08%-956.1pp | 73.15%-64.2pp |
| Employer contribution / active EE | $4,196 | $2,068+102.9% | $2,839+47.8% | $2,343+79.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,907 | $3,584+148.5% | $4,904+81.6% | $4,645+91.7% |