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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 | $184,837 | $124,425+48.6% | $112,040+65.0% | $137,256+34.7% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 2.87% | 24.72%-21.8pp | 24.52%-21.6pp | 220.34%-217.5pp |
| Employer contribution / active EE | $17,850 | $3,411+423.2% | $2,954+504.3% | $4,156+329.5% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,243 | $15,207-45.8% | $12,098-31.9% | $12,270-32.8% |