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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 | $162,152 | $81,504+99.0% | $102,437+58.3% | $80,959+100.3% |
| Participation rate | 71.4% | 66.9%+4.6pp | 74.5%-3.1pp | 67.7%+3.8pp |
| Annual return | 9.47% | 25.60%-16.1pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $9,652 | $3,104+211.0% | $3,871+149.4% | $2,757+250.1% |
| Participant deferral / active EE | $105 | $3,871-97.3% | $5,060-97.9% | $4,300-97.6% |
| Admin fee / account holder | $12,313 | $6,719+83.2% | $8,388+46.8% | $6,925+77.8% |