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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 | $242,830 | $183,516+32.3% | $155,534+56.1% | $145,884+66.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.48% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,675-35.8% | $4,662-35.7% |
| Participant deferral / active EE | $21 | $6,467-99.7% | $5,630-99.6% | $6,690-99.7% |
| Admin fee / account holder | $7,214 | $19,293-62.6% | $15,900-54.6% | $13,392-46.1% |