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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 | $216,034 | $129,737+66.5% | $119,126+81.3% | $154,746+39.6% |
| Participation rate | 73.3% | 78.9%-5.5pp | 75.8%-2.4pp | 80.7%-7.4pp |
| Annual return | 6.58% | 379.08%-372.5pp | 282.11%-275.5pp | 172.34%-165.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,619 | $5,842-72.3% | $5,318-69.6% | $6,730-76.0% |
| Admin fee / account holder | $3,279 | $11,961-72.6% | $10,693-69.3% | $14,365-77.2% |