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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 | $97,550+35.0% | $120,344+9.4% | $87,485+50.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 9.75% | 18.41%-8.7pp | 20.30%-10.6pp | 26.06%-16.3pp |
| Employer contribution / active EE | $2,500 | $2,291+9.1% | $3,020-17.2% | $2,596-3.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,901 | $9,543-38.2% | $12,742-53.7% | $7,775-24.1% |