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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 | $193,074 | $138,386+39.5% | $184,260+4.8% | $80,935+138.6% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+10.0pp | 67.7%+29.1pp |
| Annual return | 9.04% | 20.02%-11.0pp | 28.84%-19.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $9,936 | $4,851+104.8% | $6,427+54.6% | $2,757+260.4% |
| Participant deferral / active EE | $2,602 | $7,076-63.2% | $9,133-71.5% | $4,299-39.5% |
| Admin fee / account holder | $35,834 | $10,489+241.6% | $13,898+157.8% | $6,924+417.5% |