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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 | $181,343 | $80,992+123.9% | $96,534+87.9% | $75,173+141.2% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.4pp |
| Annual return | 9.28% | 27.05%-17.8pp | 25.88%-16.6pp | 160.72%-151.4pp |
| Employer contribution / active EE | $16,450 | $2,283+620.6% | $2,965+454.7% | $2,671+515.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,863 | $6,717-12.7% | $8,253-29.0% | $5,651+3.8% |