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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 | $137,254 | $138,393-0.8% | $184,256-25.5% | $80,959+69.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.05% | 20.01%-11.0pp | 28.85%-19.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $7,595 | $4,847+56.7% | $6,427+18.2% | $2,757+175.5% |
| Participant deferral / active EE | $2,585 | $7,076-63.5% | $9,133-71.7% | $4,300-39.9% |
| Admin fee / account holder | $25,196 | $10,489+140.2% | $13,899+81.3% | $6,925+263.8% |