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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 | $196,030 | $62,672+212.8% | $185,117+5.9% | $70,126+179.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 12.55% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $3,383 | $1,753+92.9% | $4,182-19.1% | $2,343+44.4% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,003 | $3,932-23.6% | $8,159-63.2% | $4,645-35.4% |