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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 | $114,712+63.9% | $173,730+8.2% | $87,485+114.8% |
| Participation rate | 92.9% | 73.0%+19.9pp | 79.6%+13.3pp | 68.9%+23.9pp |
| Annual return | 8.57% | 20.18%-11.6pp | 19.96%-11.4pp | 26.06%-17.5pp |
| Employer contribution / active EE | $4,762 | $2,904+64.0% | $4,577+4.0% | $2,596+83.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,328 | $10,210-87.0% | $17,523-92.4% | $7,775-82.9% |