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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 | $197,211 | $99,994+97.2% | $146,643+34.5% | $85,847+129.7% |
| Participation rate | 93.8% | 73.1%+20.7pp | 80.1%+13.7pp | 69.3%+24.4pp |
| Annual return | 4.95% | 18.93%-14.0pp | 22.75%-17.8pp | 318.61%-313.7pp |
| Employer contribution / active EE | $3,422 | $2,559+33.7% | $4,137-17.3% | $2,565+33.4% |
| Participant deferral / active EE | $35 | $4,006-99.1% | $5,506-99.4% | $3,952-99.1% |
| Admin fee / account holder | $3,673 | $7,703-52.3% | $10,280-64.3% | $6,261-41.3% |