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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 | $95,453+109.7% | $112,040+78.6% | $82,448+142.8% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.5%+19.1pp | 68.1%+27.5pp |
| Annual return | 8.47% | 23.92%-15.5pp | 24.52%-16.0pp | 41.64%-33.2pp |
| Employer contribution / active EE | $12,489 | $2,318+438.8% | $2,954+322.8% | $2,551+389.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $19,018 | $9,013+111.0% | $12,098+57.2% | $7,234+162.9% |