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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 | $176,752 | $124,351+42.1% | $109,188+61.9% | $167,553+5.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 9.59% | 26.04%-16.5pp | 25.76%-16.2pp | 478.89%-469.3pp |
| Employer contribution / active EE | $5,846 | $4,210+38.9% | $3,723+57.0% | $4,840+20.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,669 | $7,975+58.9% | $6,755+87.5% | $12,316+2.9% |