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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 | $187,253 | $154,228+21.4% | $145,433+28.8% | $137,256+36.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 1.44% | 74.59%-73.1pp | 66.58%-65.1pp | 220.34%-218.9pp |
| Employer contribution / active EE | $13,668 | $4,804+184.5% | $4,554+200.1% | $4,156+228.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $35,897 | $14,344+150.3% | $13,129+173.4% | $12,270+192.6% |