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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 | $207,984 | $183,988+13.0% | $162,177+28.2% | $152,897+36.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.73% | 150.79%-139.1pp | 115.60%-103.9pp | 345.43%-333.7pp |
| Employer contribution / active EE | $1,504 | $6,370-76.4% | $5,613-73.2% | $4,764-68.4% |
| Participant deferral / active EE | $1,646 | $8,032-79.5% | $7,297-77.4% | $5,851-71.9% |
| Admin fee / account holder | $6,712 | $13,123-48.9% | $10,843-38.1% | $11,599-42.1% |