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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 | $128,034 | $73,978+73.1% | $96,515+32.7% | $75,173+70.3% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 11.23% | 26.72%-15.5pp | 35.73%-24.5pp | 160.72%-149.5pp |
| Employer contribution / active EE | $5,190 | $2,931+77.1% | $3,740+38.8% | $2,671+94.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,604 | $5,219-69.3% | $6,735-76.2% | $5,651-71.6% |