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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 | $88,672+69.7% | $105,223+43.0% | $82,448+82.6% |
| Participation rate | 80.5% | 67.9%+12.6pp | 75.0%+5.4pp | 68.1%+12.4pp |
| Annual return | 11.76% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,439 | $3,048-20.0% | $3,689-33.9% | $2,551-4.4% |
| Participant deferral / active EE | $450 | $4,036-88.9% | $5,072-91.1% | $4,139-89.1% |
| Admin fee / account holder | $3,655 | $7,146-48.9% | $8,859-58.7% | $7,234-49.5% |