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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 | $146,088 | $138,393+5.6% | $184,256-20.7% | $80,959+80.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 4.09% | 20.01%-15.9pp | 28.85%-24.8pp | 35.67%-31.6pp |
| Employer contribution / active EE | $7,633 | $4,847+57.5% | $6,427+18.8% | $2,757+176.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,583 | $10,489+29.5% | $13,899-2.3% | $6,925+96.1% |