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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 | $171,801 | $127,386+34.9% | $115,037+49.3% | $125,388+37.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.00% | 31.28%-35.3pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $10,663 | $5,166+106.4% | $4,608+131.4% | $4,866+119.1% |
| Participant deferral / active EE | $1,277 | $6,423-80.1% | $6,026-78.8% | $5,352-76.1% |
| Admin fee / account holder | $1,443 | $9,516-84.8% | $8,175-82.3% | $9,541-84.9% |