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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 | $114,712+8.0% | $173,730-28.7% | $87,485+41.6% |
| Participation rate | 96.0% | 73.0%+23.0pp | 79.6%+16.4pp | 68.9%+27.1pp |
| Annual return | 11.84% | 20.18%-8.3pp | 19.96%-8.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $6,000 | $2,904+106.6% | $4,577+31.1% | $2,596+131.1% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $19,818 | $10,210+94.1% | $17,523+13.1% | $7,775+154.9% |