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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 | $64,764 | $74,535-13.1% | $100,712-35.7% | $82,637-21.6% |
| Participation rate | 96.6% | 61.2%+35.4pp | 69.3%+27.3pp | 68.1%+28.5pp |
| Annual return | 12.12% | 18.92%-6.8pp | 33.27%-21.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $7,586 | $1,503+404.9% | $2,313+228.0% | $2,552+197.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,921 | $6,576-70.8% | $9,256-79.2% | $7,339-73.8% |