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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 | $187,957 | $123,478+52.2% | $216,567-13.2% | $94,015+99.9% |
| Participation rate | 92.9% | 75.1%+17.7pp | 81.6%+11.2pp | 70.8%+22.0pp |
| Annual return | 8.57% | 23.61%-15.0pp | 12.94%-4.4pp | 17.84%-9.3pp |
| Employer contribution / active EE | $4,762 | $3,136+51.9% | $5,216-8.7% | $2,790+70.7% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,328 | $12,753-89.6% | $21,981-94.0% | $8,951-85.2% |