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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 | $138,385+5.6% | $184,243-20.7% | $80,925+80.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 4.09% | 20.02%-15.9pp | 28.82%-24.7pp | 35.65%-31.6pp |
| Employer contribution / active EE | $7,633 | $4,851+57.4% | $6,427+18.8% | $2,756+176.9% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,583 | $10,489+29.5% | $13,914-2.4% | $6,940+95.7% |