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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 | $171,484 | $58,311+194.1% | $81,882+109.4% | $80,959+111.8% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.4%+25.1pp | 67.7%+29.8pp |
| Annual return | 5.18% | 41.85%-36.7pp | 779.47%-774.3pp | 35.67%-30.5pp |
| Employer contribution / active EE | $5,000 | $2,347+113.1% | $2,916+71.5% | $2,757+81.3% |
| Participant deferral / active EE | $202 | $3,287-93.9% | $4,323-95.3% | $4,300-95.3% |
| Admin fee / account holder | $3,495 | $4,752-26.5% | $7,360-52.5% | $6,925-49.5% |