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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 | $164,874 | $162,136+1.7% | $152,301+8.3% | $154,746+6.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 10.02% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $13,213 | $4,890+170.2% | $4,624+185.7% | $4,379+201.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $45,530 | $15,759+188.9% | $14,398+216.2% | $14,365+216.9% |