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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 | $111,231 | $65,367+70.2% | $92,915+19.7% | $72,976+52.4% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 15.97% | 42.11%-26.1pp | 109.45%-93.5pp | 81.02%-65.1pp |
| Employer contribution / active EE | $12,849 | $2,594+395.4% | $3,653+251.7% | $2,440+426.6% |
| Participant deferral / active EE | $206 | $3,128-93.4% | $4,238-95.1% | $3,608-94.3% |
| Admin fee / account holder | $4,011 | $4,251-5.7% | $5,796-30.8% | $5,124-21.7% |