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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 | $165,286 | $101,950+62.1% | $125,529+31.7% | $86,983+90.0% |
| Participation rate | 78.6% | 70.2%+8.4pp | 74.7%+3.8pp | 69.5%+9.0pp |
| Annual return | 10.88% | 18.29%-7.4pp | 202.56%-191.7pp | 25.83%-15.0pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,714 | $3,862-55.6% | $4,813-64.4% | $4,194-59.1% |
| Admin fee / account holder | $18,553 | $12,791+45.0% | $16,298+13.8% | $7,856+136.2% |