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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 | $115,931+62.1% | $185,441+1.4% | $86,983+116.1% |
| Participation rate | 92.9% | 73.6%+19.2pp | 80.3%+12.6pp | 69.5%+23.3pp |
| Annual return | 8.57% | 21.47%-12.9pp | 20.16%-11.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $4,762 | $2,937+62.1% | $4,672+1.9% | $2,584+84.3% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,328 | $10,687-87.6% | $17,890-92.6% | $7,856-83.1% |