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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 | $216,365 | $165,381+30.8% | $149,730+44.5% | $158,966+36.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.46% | 348.29%-342.8pp | 276.70%-271.2pp | 302.95%-297.5pp |
| Employer contribution / active EE | $960 | $5,104-81.2% | $4,645-79.3% | $4,762-79.8% |
| Participant deferral / active EE | $1,300 | $7,182-81.9% | $6,843-81.0% | $5,983-78.3% |
| Admin fee / account holder | $2,308 | $10,809-78.6% | $9,310-75.2% | $11,250-79.5% |