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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 | $166,941 | $51,604+223.5% | $129,295+29.1% | $80,874+106.4% |
| Participation rate | 92.6% | 57.0%+35.6pp | 69.6%+23.0pp | 67.6%+24.9pp |
| Annual return | 5.03% | 20.76%-15.7pp | 9429.28%-9424.2pp | 35.62%-30.6pp |
| Employer contribution / active EE | $18,519 | $1,585+1068.7% | $4,157+345.5% | $2,756+572.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,349 | $4,310+0.9% | $7,665-43.3% | $6,935-37.3% |