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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 | $177,702 | $157,296+13.0% | $141,191+25.9% | $152,897+16.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.61% | 64.34%-53.7pp | 71.41%-60.8pp | 345.43%-334.8pp |
| Employer contribution / active EE | $2,125 | $5,262-59.6% | $4,736-55.1% | $4,764-55.4% |
| Participant deferral / active EE | $420 | $7,111-94.1% | $6,710-93.7% | $5,851-92.8% |
| Admin fee / account holder | $5,590 | $12,125-53.9% | $10,264-45.5% | $11,599-51.8% |