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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 | $117,822 | $148,623-20.7% | $135,974-13.3% | $139,466-15.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 4.44% | 79.30%-74.9pp | 68.30%-63.9pp | 373.66%-369.2pp |
| Employer contribution / active EE | $1,242 | $5,246-76.3% | $4,859-74.4% | $4,754-73.9% |
| Participant deferral / active EE | $1,977 | $8,103-75.6% | $7,760-74.5% | $6,712-70.5% |
| Admin fee / account holder | $1,101 | $12,406-91.1% | $10,767-89.8% | $11,409-90.4% |