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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 | $126,661+93.2% | $113,397+115.8% | $138,895+76.2% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 8.84% | 25.05%-16.2pp | 23.20%-14.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,344 | $3,456-61.1% | $2,977-54.8% | $4,194-67.9% |
| Participant deferral / active EE | $1,355 | $5,693-76.2% | $5,076-73.3% | $6,396-78.8% |
| Admin fee / account holder | $3,503 | $14,549-75.9% | $11,957-70.7% | $12,562-72.1% |