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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 | $188,993 | $103,392+82.8% | $87,104+117.0% | $152,897+23.6% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 2.81% | 28.10%-25.3pp | 28.19%-25.4pp | 345.43%-342.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,068 | $4,778-77.7% | $4,048-73.6% | $5,851-81.7% |
| Admin fee / account holder | $4,798 | $12,194-60.6% | $7,491-35.9% | $11,599-58.6% |