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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 | $232,091 | $148,623+56.2% | $135,974+70.7% | $139,466+66.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.06% | 79.30%-68.2pp | 68.30%-57.2pp | 373.66%-362.6pp |
| Employer contribution / active EE | $1,955 | $5,246-62.7% | $4,859-59.8% | $4,754-58.9% |
| Participant deferral / active EE | $1,138 | $8,103-86.0% | $7,760-85.3% | $6,712-83.1% |
| Admin fee / account holder | $22,912 | $12,406+84.7% | $10,767+112.8% | $11,409+100.8% |