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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 | $240,228 | $148,623+61.6% | $135,974+76.7% | $139,466+72.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.32% | 79.30%-68.0pp | 68.30%-57.0pp | 373.66%-362.3pp |
| Employer contribution / active EE | $3,891 | $5,246-25.8% | $4,859-19.9% | $4,754-18.1% |
| Participant deferral / active EE | $1,250 | $8,103-84.6% | $7,760-83.9% | $6,712-81.4% |
| Admin fee / account holder | $6,568 | $12,406-47.1% | $10,767-39.0% | $11,409-42.4% |