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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 | $100,252 | $87,834+14.1% | $133,975-25.2% | $62,881+59.4% |
| Participation rate | 95.7% | 83.4%+12.3pp | 87.1%+8.6pp | 69.3%+26.3pp |
| Annual return | 3.22% | 12.05%-8.8pp | 29.29%-26.1pp | 20.14%-16.9pp |
| Employer contribution / active EE | $3,804 | $3,482+9.2% | $5,211-27.0% | $2,281+66.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $33,197 | $5,372+517.9% | $9,324+256.0% | $4,296+672.8% |