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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 | $81,233+17.9% | $155,567-38.4% | $80,874+18.4% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 4.52% | 33.33%-28.8pp | 64.74%-60.2pp | 35.62%-31.1pp |
| Employer contribution / active EE | $6,582 | $3,101+112.3% | $4,674+40.8% | $2,756+138.8% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16,598 | $7,998+107.5% | $15,916+4.3% | $6,935+139.3% |