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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 | $177,141 | $157,304+12.6% | $141,197+25.5% | $152,909+15.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.29% | 64.34%-51.1pp | 71.41%-58.1pp | 345.46%-332.2pp |
| Employer contribution / active EE | $1,657 | $5,263-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $2,225 | $7,111-68.7% | $6,710-66.8% | $5,851-62.0% |
| Admin fee / account holder | $6,698 | $12,126-44.8% | $10,265-34.7% | $11,601-42.3% |