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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 | $189,909 | $165,399+14.8% | $149,745+26.8% | $158,982+19.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 5.94% | 348.34%-342.4pp | 276.72%-270.8pp | 302.99%-297.1pp |
| Employer contribution / active EE | $1,274 | $5,105-75.1% | $4,646-72.6% | $4,763-73.3% |
| Participant deferral / active EE | $1,529 | $7,183-78.7% | $6,843-77.7% | $5,983-74.5% |
| Admin fee / account holder | $21,002 | $10,811+94.3% | $9,312+125.5% | $11,252+86.7% |