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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 | $204,817 | $72,273+183.4% | $101,275+102.2% | $79,856+156.5% |
| Participation rate | 81.0% | 68.5%+12.5pp | 75.8%+5.1pp | 69.6%+11.3pp |
| Annual return | 9.44% | 22.30%-12.9pp | 46.48%-37.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $6,548 | $2,691+143.3% | $3,660+78.9% | $2,471+165.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $25,734 | $4,401+484.7% | $5,948+332.6% | $5,306+385.0% |