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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 | $160,790 | $101,795+58.0% | $165,100-2.6% | $80,959+98.6% |
| Participation rate | 83.6% | 71.8%+11.8pp | 78.6%+5.0pp | 67.7%+16.0pp |
| Annual return | 8.13% | 16.73%-8.6pp | 70.21%-62.1pp | 35.67%-27.5pp |
| Employer contribution / active EE | $9,799 | $2,954+231.8% | $4,348+125.4% | $2,757+255.4% |
| Participant deferral / active EE | $1,055 | $4,476-76.4% | $6,035-82.5% | $4,300-75.5% |
| Admin fee / account holder | $7,557 | $8,221-8.1% | $12,696-40.5% | $6,925+9.1% |