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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 | $162,136+15.5% | $152,301+22.9% | $154,746+21.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 1.44% | 91.02%-89.6pp | 80.50%-79.1pp | 172.34%-170.9pp |
| Employer contribution / active EE | $13,668 | $4,890+179.5% | $4,624+195.5% | $4,379+212.1% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $35,897 | $15,759+127.8% | $14,398+149.3% | $14,365+149.9% |