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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 | $240,011 | $72,486+231.1% | $87,103+175.5% | $72,976+228.9% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 8.68% | 24.46%-15.8pp | 28.19%-19.5pp | 81.02%-72.3pp |
| Employer contribution / active EE | $20,978 | $1,894+1007.7% | $2,521+732.0% | $2,440+759.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,359 | $5,055-33.5% | $7,491-55.2% | $5,124-34.4% |