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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 | $180,103 | $148,582+21.2% | $135,942+32.5% | $139,456+29.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.42% | 79.26%-67.8pp | 68.28%-56.9pp | 373.45%-362.0pp |
| Employer contribution / active EE | $3,172 | $5,245-39.5% | $4,858-34.7% | $4,753-33.3% |
| Participant deferral / active EE | $1,760 | $8,101-78.3% | $7,759-77.3% | $6,711-73.8% |
| Admin fee / account holder | $3,147 | $12,402-74.6% | $10,764-70.8% | $11,407-72.4% |