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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 | $207,181 | $176,105+17.6% | $159,474+29.9% | $167,536+23.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.33% | 331.91%-330.6pp | 263.68%-262.3pp | 478.82%-477.5pp |
| Employer contribution / active EE | $10,000 | $5,299+88.7% | $4,831+107.0% | $4,839+106.7% |
| Participant deferral / active EE | $1,267 | $7,751-83.7% | $7,353-82.8% | $6,342-80.0% |
| Admin fee / account holder | $16,228 | $12,559+29.2% | $10,802+50.2% | $12,315+31.8% |