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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 | $102,609+0.3% | $98,090+5.0% | $138,895-25.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.14% | 36.44%-24.3pp | 37.05%-24.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $5,048 | $3,867+30.5% | $3,606+40.0% | $4,194+20.3% |
| Participant deferral / active EE | $1,776 | $8,167-78.3% | $7,845-77.4% | $6,396-72.2% |
| Admin fee / account holder | $15,462 | $11,434+35.2% | $11,815+30.9% | $12,562+23.1% |