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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 | $119,626 | $72,273+65.5% | $101,275+18.1% | $79,856+49.8% |
| Participation rate | 76.4% | 68.5%+7.9pp | 75.8%+0.6pp | 69.6%+6.7pp |
| Annual return | 10.16% | 22.30%-12.1pp | 46.48%-36.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $5,749 | $2,691+113.6% | $3,660+57.1% | $2,471+132.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $24,948 | $4,401+466.8% | $5,948+319.4% | $5,306+370.2% |