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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 | $143,766 | $185,883-22.7% | $170,043-15.5% | $139,466+3.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 10.78% | 60.54%-49.8pp | 53.40%-42.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $22,444 | $7,596+195.5% | $6,790+230.6% | $4,754+372.1% |
| Participant deferral / active EE | $1,071 | $11,626-90.8% | $10,410-89.7% | $6,712-84.0% |
| Admin fee / account holder | $15,909 | $15,393+3.3% | $12,824+24.1% | $11,409+39.4% |