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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 | $248,465 | $154,228+61.1% | $145,433+70.8% | $137,256+81.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.83% | 74.59%-63.8pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $5,104 | $4,804+6.2% | $4,554+12.1% | $4,156+22.8% |
| Participant deferral / active EE | $2,110 | $8,216-74.3% | $7,897-73.3% | $6,407-67.1% |
| Admin fee / account holder | $91,551 | $14,344+538.3% | $13,129+597.3% | $12,270+646.1% |