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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 | $179,375 | $91,559+95.9% | $133,978+33.9% | $79,856+124.6% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 4.13% | 61.85%-57.7pp | 45.10%-41.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $9,671 | $2,384+305.7% | $3,919+146.8% | $2,471+291.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,446 | $6,321-13.8% | $8,930-39.0% | $5,306+2.6% |