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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 | $95,540 | $184,014-48.1% | $161,149-40.7% | $138,895-31.2% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 4.01% | 21.52%-17.5pp | 21.16%-17.1pp | 145.39%-141.4pp |
| Employer contribution / active EE | $3,818 | $5,055-24.5% | $4,360-12.4% | $4,194-9.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,145 | $18,027-4.9% | $15,194+12.8% | $12,562+36.5% |