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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 | $155,555+20.4% | $146,866+27.5% | $155,188+20.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 1.44% | 115.41%-114.0pp | 102.85%-101.4pp | 148.84%-147.4pp |
| Employer contribution / active EE | $13,668 | $4,647+194.1% | $4,425+208.9% | $4,248+221.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $35,897 | $14,755+143.3% | $13,620+163.6% | $14,480+147.9% |