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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 | $106,829 | $123,793-13.7% | $177,848-39.9% | $79,856+33.8% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | 7.93% | 22.82%-14.9pp | 48.33%-40.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $3,750 | $4,095-8.4% | $5,919-36.6% | $2,471+51.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,657 | $7,243-77.1% | $12,431-86.7% | $5,306-68.8% |