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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 | $201,867 | $65,027+210.4% | $90,970+121.9% | $79,852+152.8% |
| Participation rate | 93.8% | 61.6%+32.1pp | 69.0%+24.7pp | 69.6%+24.1pp |
| Annual return | 5.34% | 30.45%-25.1pp | 134.58%-129.2pp | 31.72%-26.4pp |
| Employer contribution / active EE | $7,595 | $1,247+508.9% | $2,122+257.8% | $2,471+207.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,597 | $4,535+221.9% | $5,960+144.9% | $5,306+175.1% |