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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 | $62,186 | $67,602-8.0% | $82,312-24.5% | $70,126-11.3% |
| Participation rate | 88.5% | 72.8%+15.8pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 11.71% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $4,316 | $1,755+145.9% | $2,428+77.7% | $2,343+84.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,100 | $4,512+212.5% | $5,608+151.4% | $4,645+203.5% |