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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 | $121,131 | $49,024+147.1% | $112,860+7.3% | $87,485+38.5% |
| Participation rate | 96.4% | 62.2%+34.3pp | 66.3%+30.1pp | 68.9%+27.5pp |
| Annual return | 12.57% | 43.86%-31.3pp | 35.26%-22.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $4,464 | $1,290+245.9% | $2,206+102.4% | $2,596+72.0% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,493-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,871 | $6,266-22.3% | $6,841-28.8% | $7,775-37.4% |