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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 | $242,323 | $107,666+125.1% | $102,184+137.1% | $154,746+56.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 10.62% | 29.33%-18.7pp | 31.58%-21.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,040 | $3,846-73.0% | $3,594-71.1% | $4,379-76.3% |
| Participant deferral / active EE | $2,600 | $8,719-70.2% | $8,309-68.7% | $6,730-61.4% |
| Admin fee / account holder | $45,025 | $12,943+247.9% | $11,609+287.9% | $14,365+213.4% |