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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 | $187,279 | $115,931+61.5% | $185,441+1.0% | $86,983+115.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 10.17% | 21.47%-11.3pp | 20.16%-10.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $1,111 | $2,937-62.2% | $4,672-76.2% | $2,584-57.0% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,346 | $10,687-21.9% | $17,890-53.3% | $7,856+6.2% |