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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 | $171,848 | $162,136+6.0% | $152,301+12.8% | $154,746+11.1% |
| Participation rate | 76.2% | 84.1%-7.9pp | 82.4%-6.3pp | 80.7%-4.5pp |
| Annual return | 7.85% | 91.02%-83.2pp | 80.50%-72.7pp | 172.34%-164.5pp |
| Employer contribution / active EE | $3,881 | $4,890-20.6% | $4,624-16.1% | $4,379-11.4% |
| Participant deferral / active EE | $2,087 | $8,341-75.0% | $8,004-73.9% | $6,730-69.0% |
| Admin fee / account holder | $123,105 | $15,759+681.2% | $14,398+755.0% | $14,365+757.0% |