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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 | $208,727 | $176,120+18.5% | $159,487+30.9% | $167,553+24.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.23% | 331.95%-325.7pp | 263.71%-257.5pp | 478.89%-472.7pp |
| Employer contribution / active EE | $1,303 | $5,299-75.4% | $4,831-73.0% | $4,840-73.1% |
| Participant deferral / active EE | $1,628 | $7,752-79.0% | $7,354-77.9% | $6,343-74.3% |
| Admin fee / account holder | $19,684 | $12,561+56.7% | $10,804+82.2% | $12,316+59.8% |