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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 | $90,881 | $63,949+42.1% | $129,031-29.6% | $94,015-3.3% |
| Participation rate | 97.7% | 63.4%+34.3pp | 73.4%+24.4pp | 70.8%+26.9pp |
| Annual return | 5.31% | 17.56%-12.3pp | 34.67%-29.4pp | 17.84%-12.5pp |
| Employer contribution / active EE | $8,877 | $1,865+376.1% | $3,226+175.2% | $2,790+218.2% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $27,423 | $5,523+396.5% | $13,208+107.6% | $8,951+206.4% |