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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 | $162,243 | $54,541+197.5% | $78,778+105.9% | $70,126+131.4% |
| Participation rate | 93.0% | 60.8%+32.2pp | 69.2%+23.8pp | 69.5%+23.5pp |
| Annual return | 9.91% | 21.07%-11.2pp | 35.62%-25.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $3,460 | $1,089+217.9% | $1,986+74.3% | $2,343+47.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,800 | $3,709+299.1% | $5,134+188.3% | $4,645+218.6% |