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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 | $135,162 | $60,349+124.0% | $74,184+82.2% | $62,881+114.9% |
| Participation rate | 98.0% | 72.7%+25.3pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 2.67% | 21.38%-18.7pp | 17.74%-15.1pp | 20.14%-17.5pp |
| Employer contribution / active EE | $18,143 | $1,680+979.8% | $2,370+665.5% | $2,281+695.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,911 | $4,261-55.2% | $5,586-65.8% | $4,296-55.5% |