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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 | $98,913 | $95,453+3.6% | $112,040-11.7% | $82,448+20.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 10.23% | 23.92%-13.7pp | 24.52%-14.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,317 | $2,318-43.2% | $2,954-55.4% | $2,551-48.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,074 | $9,013+34.0% | $12,098-0.2% | $7,234+66.9% |