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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 | $155,415 | $125,190+24.1% | $105,624+47.1% | $145,897+6.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.60% | 225.22%-217.6pp | 116.20%-108.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,206 | $3,720-67.6% | $3,168-61.9% | $4,663-74.1% |
| Participant deferral / active EE | $1,300 | $5,716-77.3% | $5,013-74.1% | $6,689-80.6% |
| Admin fee / account holder | $729 | $17,138-95.7% | $10,961-93.4% | $13,390-94.6% |