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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 | $173,385 | $58,493+196.4% | $84,023+106.4% | $72,976+137.6% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.0%+23.3pp | 69.5%+22.8pp |
| Annual return | 10.06% | 28.93%-18.9pp | 71.32%-61.3pp | 81.02%-71.0pp |
| Employer contribution / active EE | $8,654 | $1,163+644.1% | $1,984+336.2% | $2,440+254.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,976 | $4,569+30.8% | $6,102-2.1% | $5,124+16.6% |