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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 | $238,951 | $80,983+195.1% | $96,544+147.5% | $75,177+217.8% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 3.87% | 27.05%-23.2pp | 25.88%-22.0pp | 160.75%-156.9pp |
| Employer contribution / active EE | $10,180 | $2,282+346.0% | $2,966+243.2% | $2,671+281.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,114 | $6,717-23.9% | $8,254-38.0% | $5,651-9.5% |