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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 | $124,298+42.2% | $109,152+61.9% | $167,497+5.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 9.59% | 26.04%-16.4pp | 25.75%-16.2pp | 478.62%-469.0pp |
| Employer contribution / active EE | $5,846 | $4,208+38.9% | $3,722+57.1% | $4,838+20.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $12,669 | $7,971+58.9% | $6,753+87.6% | $12,310+2.9% |