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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 | $203,329 | $66,764+204.5% | $88,497+129.8% | $62,881+223.4% |
| Participation rate | 97.9% | 77.3%+20.6pp | 82.4%+15.5pp | 69.3%+28.6pp |
| Annual return | 4.34% | 10.37%-6.0pp | 7.63%-3.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $7,447 | $3,077+142.0% | $4,036+84.5% | $2,281+226.5% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,846 | $4,668+46.7% | $6,220+10.1% | $4,296+59.4% |