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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 | $201,590 | $69,444+190.3% | $92,985+116.8% | $87,485+130.4% |
| Participation rate | 77.8% | 63.3%+14.5pp | 69.5%+8.3pp | 68.9%+8.8pp |
| Annual return | 10.08% | 23.85%-13.8pp | 27.99%-17.9pp | 26.06%-16.0pp |
| Employer contribution / active EE | $6,965 | $1,917+263.3% | $2,662+161.6% | $2,596+168.3% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,885 | $6,137-53.0% | $9,463-69.5% | $7,775-62.9% |