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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 | $182,126 | $106,280+71.4% | $96,538+88.7% | $139,487+30.6% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 7.98% | 38.48%-30.5pp | 35.74%-27.8pp | 373.84%-365.9pp |
| Employer contribution / active EE | $2,970 | $4,107-27.7% | $3,740-20.6% | $4,755-37.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,078 | $7,888-48.3% | $6,737-39.5% | $11,407-64.2% |