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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 | $195,881 | $88,370+121.7% | $112,977+73.4% | $79,858+145.3% |
| Participation rate | 84.0% | 76.8%+7.2pp | 82.6%+1.4pp | 69.6%+14.4pp |
| Annual return | 10.05% | 23.16%-13.1pp | 24.24%-14.2pp | 31.72%-21.7pp |
| Employer contribution / active EE | $10,404 | $3,398+206.2% | $4,255+144.5% | $2,471+321.1% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $77,448 | $5,750+1246.9% | $6,294+1130.5% | $5,306+1359.6% |