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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 | $158,445 | $87,166+81.8% | $76,735+106.5% | $137,256+15.4% |
| Participation rate | 78.6% | 74.4%+4.2pp | 69.5%+9.1pp | 80.0%-1.4pp |
| Annual return | 8.09% | 26.50%-18.4pp | 29.77%-21.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $93 | $4,726-98.0% | $4,088-97.7% | $6,407-98.6% |
| Admin fee / account holder | $16,326 | $8,403+94.3% | $7,189+127.1% | $12,270+33.1% |