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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 | $244,725 | $124,425+96.7% | $112,040+118.4% | $137,256+78.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 8.84% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,344 | $3,411-60.6% | $2,954-54.5% | $4,156-67.7% |
| Participant deferral / active EE | $1,355 | $5,718-76.3% | $5,098-73.4% | $6,407-78.9% |
| Admin fee / account holder | $3,503 | $15,207-77.0% | $12,098-71.0% | $12,270-71.4% |