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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 | $136,289 | $93,617+45.6% | $135,982+0.2% | $75,177+81.3% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 8.02% | 30.89%-22.9pp | 68.32%-60.3pp | 160.75%-152.7pp |
| Employer contribution / active EE | $4,725 | $3,538+33.5% | $4,859-2.8% | $2,671+76.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,150 | $6,980-40.5% | $10,767-61.5% | $5,651-26.6% |