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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 | $163,587 | $63,764+156.5% | $81,926+99.7% | $79,858+104.8% |
| Participation rate | 98.8% | 67.5%+31.3pp | 72.0%+26.8pp | 69.6%+29.2pp |
| Annual return | 8.13% | 22.66%-14.5pp | 29.49%-21.4pp | 31.72%-23.6pp |
| Employer contribution / active EE | $4,028 | $1,795+124.3% | $4,310-6.6% | $2,471+63.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,709 | $4,426+29.0% | $5,159+10.7% | $5,306+7.6% |