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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 | $230,890 | $117,904+95.8% | $102,457+125.4% | $145,978+58.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.20% | 31.80%-23.6pp | 29.41%-21.2pp | 550.52%-542.3pp |
| Employer contribution / active EE | $1,000 | $3,613-72.3% | $3,022-66.9% | $4,662-78.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,297 | $13,329+7.3% | $9,451+51.3% | $13,400+6.7% |