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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 | $68,852+171.7% | $120,524+55.2% | $80,925+131.2% |
| Participation rate | 88.6% | 61.6%+27.0pp | 71.9%+16.7pp | 67.7%+21.0pp |
| Annual return | 9.78% | 23.67%-13.9pp | 107.36%-97.6pp | 35.65%-25.9pp |
| Employer contribution / active EE | $4,891 | $2,063+137.1% | $3,469+41.0% | $2,756+77.5% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,864 | $5,781+1.4% | $9,440-37.9% | $6,940-15.5% |