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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 | $193,417 | $136,860+41.3% | $120,344+60.7% | $154,746+25.0% |
| Participation rate | 93.8% | 79.9%+13.9pp | 76.7%+17.0pp | 80.7%+13.0pp |
| Annual return | 6.51% | 21.38%-14.9pp | 20.30%-13.8pp | 172.34%-165.8pp |
| Employer contribution / active EE | $5,656 | $3,533+60.1% | $3,020+87.3% | $4,379+29.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $76,501 | $15,393+397.0% | $12,742+500.4% | $14,365+432.5% |