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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 | $200,150 | $97,550+105.2% | $120,344+66.3% | $87,485+128.8% |
| Participation rate | 95.6% | 72.8%+22.7pp | 76.7%+18.8pp | 68.9%+26.6pp |
| Annual return | 8.47% | 18.41%-9.9pp | 20.30%-11.8pp | 26.06%-17.6pp |
| Employer contribution / active EE | $12,489 | $2,291+445.2% | $3,020+313.5% | $2,596+381.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $19,018 | $9,543+99.3% | $12,742+49.3% | $7,775+144.6% |