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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 | $236,520 | $81,476+190.3% | $102,383+131.0% | $80,925+192.3% |
| Participation rate | 75.7% | 66.8%+8.8pp | 74.5%+1.2pp | 67.7%+8.0pp |
| Annual return | 10.28% | 25.59%-15.3pp | 24.94%-14.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $24,004 | $3,105+673.1% | $3,870+520.2% | $2,756+770.9% |
| Participant deferral / active EE | $251 | $3,871-93.5% | $5,060-95.0% | $4,299-94.2% |
| Admin fee / account holder | $40,345 | $6,717+500.6% | $8,391+380.8% | $6,940+481.3% |