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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 | $101,205 | $57,073+77.3% | $85,126+18.9% | $80,925+25.1% |
| Participation rate | 97.7% | 56.4%+41.3pp | 67.5%+30.2pp | 67.7%+30.0pp |
| Annual return | 5.54% | 21.69%-16.2pp | 66.63%-61.1pp | 35.65%-30.1pp |
| Employer contribution / active EE | $8,738 | $1,801+385.3% | $2,731+219.9% | $2,756+217.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,346 | $4,988-12.9% | $6,160-29.5% | $6,940-37.4% |