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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 | $95,404+3.7% | $113,397-12.8% | $82,637+19.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 10.23% | 19.08%-8.8pp | 23.20%-13.0pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,317 | $2,307-42.9% | $2,977-55.8% | $2,552-48.4% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,074 | $9,168+31.7% | $11,957+1.0% | $7,339+64.5% |