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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 | $159,943 | $181,062-11.7% | $158,223+1.1% | $155,188+3.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.68% | 57.39%-49.7pp | 52.09%-44.4pp | 148.84%-141.2pp |
| Employer contribution / active EE | $1,999 | $4,565-56.2% | $4,109-51.4% | $4,248-53.0% |
| Participant deferral / active EE | $1,021 | $6,134-83.4% | $5,467-81.3% | $6,531-84.4% |
| Admin fee / account holder | $5,273 | $18,825-72.0% | $16,047-67.1% | $14,480-63.6% |