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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 | $203,024 | $157,296+29.1% | $141,191+43.8% | $152,897+32.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.49% | 64.34%-49.8pp | 71.41%-56.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $960 | $5,262-81.8% | $4,736-79.7% | $4,764-79.8% |
| Participant deferral / active EE | $1,300 | $7,111-81.7% | $6,710-80.6% | $5,851-77.8% |
| Admin fee / account holder | $2,015 | $12,125-83.4% | $10,264-80.4% | $11,599-82.6% |