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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 | $169,903 | $80,992+109.8% | $96,534+76.0% | $75,173+126.0% |
| Participation rate | 94.7% | 71.8%+22.9pp | 76.0%+18.7pp | 67.2%+27.5pp |
| Annual return | 4.90% | 27.05%-22.2pp | 25.88%-21.0pp | 160.72%-155.8pp |
| Employer contribution / active EE | $7,655 | $2,283+235.4% | $2,965+158.1% | $2,671+186.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,167 | $6,717-52.9% | $8,253-61.6% | $5,651-44.0% |