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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 | $131,669 | $95,453+37.9% | $112,040+17.5% | $82,448+59.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.75% | 23.92%-14.2pp | 24.52%-14.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,500 | $2,318+7.9% | $2,954-15.4% | $2,551-2.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,901 | $9,013-34.5% | $12,098-51.2% | $7,234-18.4% |