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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 | $149,036 | $154,228-3.4% | $145,433+2.5% | $137,256+8.6% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 8.92% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,140 | $4,804-76.3% | $4,554-75.0% | $4,156-72.6% |
| Participant deferral / active EE | $1,674 | $8,216-79.6% | $7,897-78.8% | $6,407-73.9% |
| Admin fee / account holder | $10,203 | $14,344-28.9% | $13,129-22.3% | $12,270-16.8% |