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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 | $102,957 | $114,712-10.2% | $173,730-40.7% | $87,485+17.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 4.97% | 20.18%-15.2pp | 19.96%-15.0pp | 26.06%-21.1pp |
| Employer contribution / active EE | $9,206 | $2,904+217.0% | $4,577+101.1% | $2,596+254.6% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,203 | $10,210-68.6% | $17,523-81.7% | $7,775-58.8% |