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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 | $213,852 | $165,399+29.3% | $149,745+42.8% | $158,982+34.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.08% | 348.34%-344.3pp | 276.72%-272.6pp | 302.99%-298.9pp |
| Employer contribution / active EE | $2,639 | $5,105-48.3% | $4,646-43.2% | $4,763-44.6% |
| Participant deferral / active EE | $2,067 | $7,183-71.2% | $6,843-69.8% | $5,983-65.5% |
| Admin fee / account holder | $1,724 | $10,811-84.1% | $9,312-81.5% | $11,252-84.7% |