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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 | $97,987 | $67,602+44.9% | $82,312+19.0% | $70,126+39.7% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 10.22% | 21.57%-11.3pp | 25.88%-15.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $6,246 | $1,755+255.9% | $2,428+157.2% | $2,343+166.6% |
| Participant deferral / active EE | $1,015 | $2,987-66.0% | $3,706-72.6% | $3,332-69.6% |
| Admin fee / account holder | $13,726 | $4,512+204.2% | $5,608+144.8% | $4,645+195.5% |