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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 | $154,149 | $76,834+100.6% | $108,359+42.3% | $87,485+76.2% |
| Participation rate | 94.4% | 61.7%+32.7pp | 70.1%+24.3pp | 68.9%+25.5pp |
| Annual return | 8.66% | 19.09%-10.4pp | 36.89%-28.2pp | 26.06%-17.4pp |
| Employer contribution / active EE | $8,333 | $1,556+435.4% | $2,399+247.3% | $2,596+221.0% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $31,835 | $6,537+387.0% | $9,741+226.8% | $7,775+309.5% |