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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 | $194,935 | $157,296+23.9% | $141,191+38.1% | $152,897+27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.26% | 64.34%-51.1pp | 71.41%-58.1pp | 345.43%-332.2pp |
| Employer contribution / active EE | $1,227 | $5,262-76.7% | $4,736-74.1% | $4,764-74.2% |
| Participant deferral / active EE | $1,395 | $7,111-80.4% | $6,710-79.2% | $5,851-76.2% |
| Admin fee / account holder | $41,586 | $12,125+243.0% | $10,264+305.2% | $11,599+258.5% |