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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 | $127,370 | $72,486+75.7% | $87,103+46.2% | $72,976+74.5% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 11.80% | 24.46%-12.7pp | 28.19%-16.4pp | 81.02%-69.2pp |
| Employer contribution / active EE | $4,227 | $1,894+123.2% | $2,521+67.6% | $2,440+73.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,201 | $5,055-16.9% | $7,491-43.9% | $5,124-18.0% |