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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 | $72,595 | $56,894+27.6% | $84,753-14.3% | $62,881+15.4% |
| Participation rate | 97.1% | 68.5%+28.6pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 3.29% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $2,874 | $2,400+19.8% | $3,574-19.6% | $2,281+26.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,668 | $3,581+58.3% | $5,333+6.3% | $4,296+31.9% |