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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 | $101,259 | $184,014-45.0% | $161,149-37.2% | $138,895-27.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.8%+16.6pp | 79.9%+15.5pp |
| Annual return | 5.88% | 21.52%-15.6pp | 21.16%-15.3pp | 145.39%-139.5pp |
| Employer contribution / active EE | $8,232 | $5,055+62.8% | $4,360+88.8% | $4,194+96.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,630 | $18,027-79.9% | $15,194-76.1% | $12,562-71.1% |