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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 | $192,372 | $162,136+18.6% | $152,301+26.3% | $154,746+24.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.98% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.4pp |
| Employer contribution / active EE | $18,464 | $4,890+277.6% | $4,624+299.3% | $4,379+321.6% |
| Participant deferral / active EE | $1,677 | $8,341-79.9% | $8,004-79.0% | $6,730-75.1% |
| Admin fee / account holder | $511,294 | $15,759+3144.4% | $14,398+3451.2% | $14,365+3459.2% |