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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 | $199,974 | $60,349+231.4% | $74,184+169.6% | $62,881+218.0% |
| Participation rate | 82.1% | 72.7%+9.3pp | 76.6%+5.4pp | 69.3%+12.7pp |
| Annual return | 3.13% | 21.38%-18.2pp | 17.74%-14.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $7,692 | $1,680+357.8% | $2,370+224.6% | $2,281+237.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23,375 | $4,261+448.6% | $5,586+318.5% | $4,296+444.1% |