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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 | $161,143 | $162,136-0.6% | $152,301+5.8% | $154,746+4.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.40% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,160 | $4,890-76.3% | $4,624-74.9% | $4,379-73.5% |
| Participant deferral / active EE | $1,160 | $8,341-86.1% | $8,004-85.5% | $6,730-82.8% |
| Admin fee / account holder | $145,640 | $15,759+824.2% | $14,398+911.5% | $14,365+913.8% |