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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 | $124,591 | $185,905-33.0% | $170,057-26.7% | $139,487-10.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 7.45% | 60.56%-53.1pp | 53.42%-46.0pp | 373.84%-366.4pp |
| Employer contribution / active EE | $4,158 | $7,597-45.3% | $6,790-38.8% | $4,755-12.5% |
| Participant deferral / active EE | $1,794 | $11,627-84.6% | $10,411-82.8% | $6,713-73.3% |
| Admin fee / account holder | $19,163 | $15,397+24.5% | $12,826+49.4% | $11,407+68.0% |