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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 | $123,881 | $209,336-40.8% | $197,124-37.2% | $137,256-9.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.36% | 48.09%-40.7pp | 44.34%-37.0pp | 220.34%-213.0pp |
| Employer contribution / active EE | $3,473 | $6,591-47.3% | $6,227-44.2% | $4,156-16.4% |
| Participant deferral / active EE | $2,494 | $9,614-74.1% | $9,135-72.7% | $6,407-61.1% |
| Admin fee / account holder | $24,305 | $17,308+40.4% | $16,298+49.1% | $12,270+98.1% |