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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 | $93,692-13.9% | $116,538-30.8% | $86,983-7.3% |
| Participation rate | 96.0% | 79.6%+16.4pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 11.68% | 26.00%-14.3pp | 17.97%-6.3pp | 25.83%-14.1pp |
| Employer contribution / active EE | $16,912 | $3,831+341.5% | $4,541+272.4% | $2,584+554.4% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $18,195 | $7,586+139.9% | $8,737+108.2% | $7,856+131.6% |