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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 | $191,484 | $77,814+146.1% | $158,223+21.0% | $86,983+120.1% |
| Participation rate | 77.1% | 68.4%+8.7pp | 79.2%-2.1pp | 69.5%+7.6pp |
| Annual return | 8.61% | 30.54%-21.9pp | 52.09%-43.5pp | 25.83%-17.2pp |
| Employer contribution / active EE | $10,986 | $2,592+323.8% | $4,109+167.4% | $2,584+325.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,883 | $5,879-68.0% | $16,047-88.3% | $7,856-76.0% |