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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 | $187,066 | $68,878+171.6% | $120,574+55.1% | $80,935+131.1% |
| Participation rate | 88.6% | 61.7%+27.0pp | 71.9%+16.7pp | 67.7%+21.0pp |
| Annual return | 9.78% | 23.67%-13.9pp | 107.42%-97.6pp | 35.66%-25.9pp |
| Employer contribution / active EE | $4,891 | $2,065+136.9% | $3,471+40.9% | $2,757+77.4% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,864 | $5,782+1.4% | $9,445-37.9% | $6,924-15.3% |