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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 | $66,154 | $73,988-10.6% | $96,538-31.5% | $75,177-12.0% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 7.43% | 26.73%-19.3pp | 35.74%-28.3pp | 160.75%-153.3pp |
| Employer contribution / active EE | $6,745 | $2,930+130.2% | $3,740+80.3% | $2,671+152.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,325 | $5,220+40.3% | $6,737+8.7% | $5,651+29.6% |