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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 | $189,623 | $51,638+267.2% | $68,368+177.4% | $82,448+130.0% |
| Participation rate | 72.7% | 63.6%+9.1pp | 73.8%-1.0pp | 68.1%+4.7pp |
| Annual return | 7.76% | 37.53%-29.8pp | 292.57%-284.8pp | 41.64%-33.9pp |
| Employer contribution / active EE | $5,787 | $2,047+182.8% | $2,649+118.5% | $2,551+126.9% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,399 | $4,643-48.3% | $5,150-53.4% | $7,234-66.8% |