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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 | $215,494 | $157,276+37.0% | $141,177+52.6% | $152,885+41.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 1.77% | 64.33%-62.6pp | 71.40%-69.6pp | 345.39%-343.6pp |
| Employer contribution / active EE | $2,389 | $5,262-54.6% | $4,736-49.6% | $4,763-49.9% |
| Participant deferral / active EE | $1,761 | $7,110-75.2% | $6,710-73.8% | $5,851-69.9% |
| Admin fee / account holder | $25,243 | $12,123+108.2% | $10,263+146.0% | $11,598+117.6% |