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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 | $102,953 | $100,970+2.0% | $96,576+6.6% | $137,256-25.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.14% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,048 | $3,809+32.5% | $3,553+42.1% | $4,156+21.5% |
| Participant deferral / active EE | $1,776 | $8,286-78.6% | $7,956-77.7% | $6,407-72.3% |
| Admin fee / account holder | $15,462 | $11,312+36.7% | $11,381+35.9% | $12,270+26.0% |