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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 | $197,428 | $101,778+94.0% | $164,975+19.7% | $80,925+144.0% |
| Participation rate | 81.6% | 71.8%+9.7pp | 78.6%+3.0pp | 67.7%+13.9pp |
| Annual return | 6.32% | 16.73%-10.4pp | 70.12%-63.8pp | 35.65%-29.3pp |
| Employer contribution / active EE | $2,883 | $2,954-2.4% | $4,343-33.6% | $2,756+4.6% |
| Participant deferral / active EE | $1,476 | $4,477-67.0% | $6,033-75.5% | $4,299-65.7% |
| Admin fee / account holder | $2,596 | $8,221-68.4% | $12,688-79.5% | $6,940-62.6% |