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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 | $240,085 | $162,136+48.1% | $152,301+57.6% | $154,746+55.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.15% | 91.02%-85.9pp | 80.50%-75.4pp | 172.34%-167.2pp |
| Employer contribution / active EE | $1,106 | $4,890-77.4% | $4,624-76.1% | $4,379-74.7% |
| Participant deferral / active EE | $1,217 | $8,341-85.4% | $8,004-84.8% | $6,730-81.9% |
| Admin fee / account holder | $5,013 | $15,759-68.2% | $14,398-65.2% | $14,365-65.1% |