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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 | $212,734 | $183,516+15.9% | $155,534+36.8% | $145,884+45.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.78% | 61.43%-57.6pp | 64.92%-61.1pp | 551.85%-548.1pp |
| Employer contribution / active EE | $1,592 | $5,315-70.0% | $4,675-65.9% | $4,662-65.9% |
| Participant deferral / active EE | $1,661 | $6,467-74.3% | $5,630-70.5% | $6,690-75.2% |
| Admin fee / account holder | $1,698 | $19,293-91.2% | $15,900-89.3% | $13,392-87.3% |