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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 | $222,230 | $154,228+44.1% | $145,433+52.8% | $137,256+61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.68% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,429 | $4,804-70.3% | $4,554-68.6% | $4,156-65.6% |
| Participant deferral / active EE | $2,166 | $8,216-73.6% | $7,897-72.6% | $6,407-66.2% |
| Admin fee / account holder | $7,133 | $14,344-50.3% | $13,129-45.7% | $12,270-41.9% |