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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 | $76,564+163.3% | $105,582+90.9% | $94,015+114.4% |
| Participation rate | 77.8% | 65.2%+12.6pp | 71.8%+6.0pp | 70.8%+7.0pp |
| Annual return | 10.08% | 20.69%-10.6pp | 18.61%-8.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $6,965 | $1,995+249.0% | $2,984+133.4% | $2,790+149.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,885 | $7,129-59.5% | $12,856-77.6% | $8,951-67.8% |