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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 | $226,004 | $95,453+136.8% | $112,040+101.7% | $82,448+174.1% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.5%+7.2pp | 68.1%+15.6pp |
| Annual return | 12.15% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,653 | $2,318+14.5% | $2,954-10.2% | $2,551+4.0% |
| Participant deferral / active EE | $1,759 | $4,224-58.4% | $5,098-65.5% | $4,139-57.5% |
| Admin fee / account holder | $48,721 | $9,013+440.5% | $12,098+302.7% | $7,234+573.5% |