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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 | $169,244 | $154,228+9.7% | $145,433+16.4% | $137,256+23.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.88% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $1,061 | $4,804-77.9% | $4,554-76.7% | $4,156-74.5% |
| Participant deferral / active EE | $1,663 | $8,216-79.8% | $7,897-78.9% | $6,407-74.0% |
| Admin fee / account holder | $40,890 | $14,344+185.1% | $13,129+211.4% | $12,270+233.2% |