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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 | $237,167 | $110,212+115.2% | $96,534+145.7% | $139,466+70.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.51% | 26.42%-16.9pp | 25.88%-16.4pp | 373.66%-364.2pp |
| Employer contribution / active EE | $3,755 | $3,620+3.7% | $2,965+26.6% | $4,754-21.0% |
| Participant deferral / active EE | $694 | $5,547-87.5% | $4,851-85.7% | $6,712-89.7% |
| Admin fee / account holder | $5,297 | $11,599-54.3% | $8,253-35.8% | $11,409-53.6% |