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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 | $204,082 | $124,980+63.3% | $108,359+88.3% | $154,746+31.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 4.23% | 45.00%-40.8pp | 36.89%-32.7pp | 172.34%-168.1pp |
| Employer contribution / active EE | $1,846 | $2,851-35.2% | $2,399-23.1% | $4,379-57.8% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,976 | $11,502-22.0% | $9,741-7.9% | $14,365-37.5% |