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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 | $51,638+223.3% | $129,406+29.0% | $80,959+106.2% |
| Participation rate | 92.6% | 56.9%+35.7pp | 69.6%+22.9pp | 67.7%+24.9pp |
| Annual return | 5.03% | 20.78%-15.8pp | 9468.18%-9463.1pp | 35.67%-30.6pp |
| Employer contribution / active EE | $18,519 | $1,584+1069.5% | $4,155+345.7% | $2,757+571.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,349 | $4,313+0.8% | $7,689-43.4% | $6,925-37.2% |