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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 | $150,518 | $93,345+61.3% | $119,126+26.4% | $87,485+72.1% |
| Participation rate | 80.5% | 68.7%+11.7pp | 75.8%+4.7pp | 68.9%+11.6pp |
| Annual return | 11.76% | 19.08%-7.3pp | 282.11%-270.3pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,439 | $3,172-23.1% | $4,034-39.5% | $2,596-6.1% |
| Participant deferral / active EE | $450 | $4,099-89.0% | $5,318-91.5% | $4,274-89.5% |
| Admin fee / account holder | $3,655 | $8,039-54.5% | $10,693-65.8% | $7,775-53.0% |