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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 | $119,622 | $172,111-30.5% | $150,298-20.4% | $137,256-12.8% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 8.35% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,240 | $4,636-30.1% | $4,154-22.0% | $4,156-22.0% |
| Participant deferral / active EE | $1,322 | $6,166-78.6% | $5,453-75.7% | $6,407-79.4% |
| Admin fee / account holder | $41,626 | $16,471+152.7% | $14,116+194.9% | $12,270+239.2% |