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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 | $206,308 | $80,983+154.8% | $96,544+113.7% | $75,177+174.4% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 7.90% | 27.05%-19.2pp | 25.88%-18.0pp | 160.75%-152.9pp |
| Employer contribution / active EE | $3,272 | $2,282+43.4% | $2,966+10.3% | $2,671+22.5% |
| Participant deferral / active EE | $402 | $3,929-89.8% | $4,851-91.7% | $4,126-90.3% |
| Admin fee / account holder | $25,520 | $6,717+280.0% | $8,254+209.2% | $5,651+351.6% |