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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 | $123,917 | $108,825+13.9% | $156,181-20.7% | $82,448+50.3% |
| Participation rate | 96.0% | 72.4%+23.6pp | 78.8%+17.2pp | 68.1%+27.9pp |
| Annual return | 11.84% | 20.59%-8.8pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $6,000 | $2,870+109.1% | $4,294+39.7% | $2,551+135.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $19,818 | $9,341+112.2% | $14,586+35.9% | $7,234+173.9% |