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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 | $133,151 | $93,617+42.2% | $135,982-2.1% | $75,177+77.1% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.8pp | 67.2%+28.5pp |
| Annual return | 14.84% | 30.89%-16.0pp | 68.32%-53.5pp | 160.75%-145.9pp |
| Employer contribution / active EE | $5,327 | $3,538+50.5% | $4,859+9.6% | $2,671+99.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,027 | $6,980-71.0% | $10,767-81.2% | $5,651-64.1% |