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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 | $80,659 | $96,052-16.0% | $118,106-31.7% | $87,485-7.8% |
| Participation rate | 96.0% | 77.0%+19.0pp | 81.9%+14.1pp | 68.9%+27.1pp |
| Annual return | 11.68% | 24.16%-12.5pp | 19.44%-7.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $16,912 | $3,939+329.4% | $4,698+260.0% | $2,596+551.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $6,619-100.0% | $4,274-100.0% |
| Admin fee / account holder | $18,195 | $7,618+138.9% | $8,973+102.8% | $7,775+134.0% |