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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 | $183,779 | $185,883-1.1% | $170,043+8.1% | $139,466+31.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.53% | 60.54%-50.0pp | 53.40%-42.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $15,623 | $7,596+105.7% | $6,790+130.1% | $4,754+228.6% |
| Participant deferral / active EE | $1,955 | $11,626-83.2% | $10,410-81.2% | $6,712-70.9% |
| Admin fee / account holder | $1,174 | $15,393-92.4% | $12,824-90.8% | $11,409-89.7% |