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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 | $238,186 | $87,834+171.2% | $133,975+77.8% | $62,881+278.8% |
| Participation rate | 97.4% | 83.4%+14.0pp | 87.1%+10.3pp | 69.3%+28.1pp |
| Annual return | 4.00% | 12.05%-8.1pp | 29.29%-25.3pp | 20.14%-16.1pp |
| Employer contribution / active EE | $8,525 | $3,482+144.8% | $5,211+63.6% | $2,281+273.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,232 | $5,372-77.1% | $9,324-86.8% | $4,296-71.3% |