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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 | $193,540 | $198,457-2.5% | $170,435+13.6% | $147,586+31.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.05% | 257.30%-250.3pp | 205.94%-198.9pp | 578.59%-571.5pp |
| Employer contribution / active EE | $4,131 | $6,183-33.2% | $5,432-24.0% | $4,876-15.3% |
| Participant deferral / active EE | $1,333 | $5,629-76.3% | $4,939-73.0% | $5,439-75.5% |
| Admin fee / account holder | $401 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |