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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 | $95,763 | $81,276+17.8% | $155,574-38.4% | $80,925+18.3% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 4.52% | 33.36%-28.8pp | 64.87%-60.3pp | 35.65%-31.1pp |
| Employer contribution / active EE | $6,582 | $3,103+112.1% | $4,676+40.8% | $2,756+138.8% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,598 | $7,993+107.6% | $15,914+4.3% | $6,940+139.2% |