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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 | $158,419 | $108,825+45.6% | $156,181+1.4% | $82,448+92.1% |
| Participation rate | 90.6% | 72.4%+18.3pp | 78.8%+11.8pp | 68.1%+22.6pp |
| Annual return | 10.15% | 20.59%-10.4pp | 64.87%-54.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $668 | $4,577-85.4% | $6,132-89.1% | $4,139-83.9% |
| Admin fee / account holder | $6,367 | $9,341-31.8% | $14,586-56.3% | $7,234-12.0% |