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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 | $126,661+45.9% | $113,397+63.0% | $138,895+33.1% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.5%+19.3pp | 79.9%+15.9pp |
| Annual return | 2.87% | 25.05%-22.2pp | 23.20%-20.3pp | 145.39%-142.5pp |
| Employer contribution / active EE | $17,850 | $3,456+416.5% | $2,977+499.6% | $4,194+325.6% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,243 | $14,549-43.3% | $11,957-31.1% | $12,562-34.4% |