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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 | $155,938 | $175,259-11.0% | $149,723+4.2% | $139,487+11.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.39% | 166.82%-156.4pp | 134.50%-124.1pp | 373.84%-363.5pp |
| Employer contribution / active EE | $1,207 | $5,478-78.0% | $4,821-75.0% | $4,755-74.6% |
| Participant deferral / active EE | $501 | $6,522-92.3% | $5,682-91.2% | $6,713-92.5% |
| Admin fee / account holder | $6,892 | $16,158-57.3% | $13,215-47.8% | $11,407-39.6% |