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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 | $185,772 | $178,174+4.3% | $156,181+18.9% | $137,256+35.3% |
| Participation rate | 87.0% | 82.0%+4.9pp | 78.8%+8.1pp | 80.0%+7.0pp |
| Annual return | 8.60% | 84.19%-75.6pp | 64.87%-56.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $5,489 | $4,972+10.4% | $4,294+27.8% | $4,156+32.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40,556 | $17,404+133.0% | $14,586+178.0% | $12,270+230.5% |