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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 | $168,261 | $91,559+83.8% | $133,971+25.6% | $79,852+110.7% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 8.75% | 61.85%-53.1pp | 45.09%-36.3pp | 31.72%-23.0pp |
| Employer contribution / active EE | $7,388 | $2,384+209.9% | $3,919+88.5% | $2,471+199.0% |
| Participant deferral / active EE | $1,318 | $3,734-64.7% | $5,047-73.9% | $3,740-64.8% |
| Admin fee / account holder | $27,025 | $6,321+327.5% | $8,929+202.7% | $5,306+409.3% |