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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 | $133,597 | $63,773+109.5% | $81,286+64.4% | $80,925+65.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 9.20% | 16.37%-7.2pp | 24.80%-15.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $7,679 | $1,979+287.9% | $2,463+211.8% | $2,756+178.6% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,705 | $5,682+35.6% | $5,764+33.7% | $6,940+11.0% |