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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 | $224,756 | $88,042+155.3% | $138,135+62.7% | $79,858+181.4% |
| Participation rate | 86.1% | 71.4%+14.7pp | 78.7%+7.4pp | 69.6%+16.5pp |
| Annual return | 7.40% | 20.58%-13.2pp | 20.51%-13.1pp | 31.72%-24.3pp |
| Employer contribution / active EE | $11,728 | $3,103+277.9% | $5,587+109.9% | $2,471+374.6% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $174,082 | $7,791+2134.3% | $11,856+1368.3% | $5,306+3180.9% |