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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 | $207,293 | $148,623+39.5% | $135,974+52.5% | $139,466+48.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.13% | 79.30%-70.2pp | 68.30%-59.2pp | 373.66%-364.5pp |
| Employer contribution / active EE | $2,991 | $5,246-43.0% | $4,859-38.4% | $4,754-37.1% |
| Participant deferral / active EE | $1,600 | $8,103-80.3% | $7,760-79.4% | $6,712-76.2% |
| Admin fee / account holder | $1,122 | $12,406-91.0% | $10,767-89.6% | $11,409-90.2% |