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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 | $175,014 | $185,830-5.8% | $170,004+2.9% | $139,427+25.5% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 3.71% | 60.52%-56.8pp | 53.39%-49.7pp | 373.27%-369.6pp |
| Employer contribution / active EE | $2,706 | $7,591-64.4% | $6,786-60.1% | $4,752-43.1% |
| Participant deferral / active EE | $2,983 | $11,622-74.3% | $10,408-71.3% | $6,711-55.5% |
| Admin fee / account holder | $53,077 | $15,381+245.1% | $12,816+314.2% | $11,404+365.4% |