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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 | $120,355 | $67,602+78.0% | $82,312+46.2% | $70,126+71.6% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.7pp |
| Annual return | 9.17% | 21.57%-12.4pp | 25.88%-16.7pp | 73.15%-64.0pp |
| Employer contribution / active EE | $4,163 | $1,755+137.2% | $2,428+71.4% | $2,343+77.7% |
| Participant deferral / active EE | $400 | $2,987-86.6% | $3,706-89.2% | $3,332-88.0% |
| Admin fee / account holder | $4,990 | $4,512+10.6% | $5,608-11.0% | $4,645+7.4% |