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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 | $74,361 | $161,352-53.9% | $134,172-44.6% | $137,256-45.8% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 8.79% | 28.72%-19.9pp | 25.30%-16.5pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,333 | $4,099-18.7% | $3,420-2.5% | $4,156-19.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24,181 | $15,028+60.9% | $12,016+101.2% | $12,270+97.1% |