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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 | $213,785-52.6% | $185,441-45.4% | $155,188-34.8% |
| Participation rate | 95.5% | 83.2%+12.2pp | 80.3%+15.2pp | 80.8%+14.7pp |
| Annual return | 5.88% | 19.97%-14.1pp | 20.16%-14.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $8,232 | $5,393+52.7% | $4,672+76.2% | $4,248+93.8% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,630 | $21,134-82.8% | $17,890-79.7% | $14,480-74.9% |