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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 | $166,879 | $148,623+12.3% | $135,974+22.7% | $139,466+19.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.02% | 79.30%-72.3pp | 68.30%-61.3pp | 373.66%-366.6pp |
| Employer contribution / active EE | $4,600 | $5,246-12.3% | $4,859-5.3% | $4,754-3.2% |
| Participant deferral / active EE | $500 | $8,103-93.8% | $7,760-93.6% | $6,712-92.6% |
| Admin fee / account holder | $32,402 | $12,406+161.2% | $10,767+201.0% | $11,409+184.0% |