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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 | $241,782 | $81,487+196.7% | $102,412+136.1% | $80,935+198.7% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 7.73% | 25.60%-17.9pp | 24.94%-17.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $6,587 | $3,103+112.3% | $3,870+70.2% | $2,757+138.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,230 | $6,717-51.9% | $8,388-61.5% | $6,924-53.4% |