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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 | $160,048 | $95,453+67.7% | $112,040+42.8% | $82,448+94.1% |
| Participation rate | 92.5% | 72.8%+19.8pp | 76.5%+16.0pp | 68.1%+24.5pp |
| Annual return | 11.95% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $10,572 | $2,318+356.1% | $2,954+257.9% | $2,551+314.4% |
| Participant deferral / active EE | $860 | $4,224-79.6% | $5,098-83.1% | $4,139-79.2% |
| Admin fee / account holder | $77,025 | $9,013+754.6% | $12,098+536.7% | $7,234+964.7% |