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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 | $215,026 | $65,395+228.8% | $182,558+17.8% | $72,976+194.7% |
| Participation rate | 97.5% | 65.4%+32.1pp | 78.0%+19.5pp | 69.5%+28.0pp |
| Annual return | 11.83% | 27.68%-15.8pp | 148.59%-136.8pp | 81.02%-69.2pp |
| Employer contribution / active EE | $2,992 | $1,911+56.6% | $4,076-26.6% | $2,440+22.6% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $32,259 | $4,245+660.0% | $8,594+275.4% | $5,124+529.6% |