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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 | $100,613 | $109,359-8.0% | $162,185-38.0% | $72,976+37.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 13.78% | 25.46%-11.7pp | 115.61%-101.8pp | 81.02%-67.2pp |
| Employer contribution / active EE | $5,658 | $3,907+44.8% | $5,613+0.8% | $2,440+131.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,841 | $7,972-14.2% | $10,844-36.9% | $5,124+33.5% |