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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 | $225,992 | $89,364+152.9% | $141,177+60.1% | $72,983+209.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 17.71% | 111.86%-94.2pp | 71.40%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $5,668 | $3,115+82.0% | $4,736+19.7% | $2,440+132.3% |
| Participant deferral / active EE | $1,662 | $5,419-69.3% | $6,710-75.2% | $3,608-53.9% |
| Admin fee / account holder | $7,073 | $5,959+18.7% | $10,263-31.1% | $5,124+38.0% |