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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 | $158,160 | $201,344-21.4% | $184,243-14.2% | $145,877+8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.50% | 29.01%-20.5pp | 28.82%-20.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,096 | $7,022-70.2% | $6,427-67.4% | $4,663-55.1% |
| Participant deferral / active EE | $2,087 | $9,807-78.7% | $9,132-77.1% | $6,691-68.8% |
| Admin fee / account holder | $4,397 | $16,382-73.2% | $13,914-68.4% | $13,402-67.2% |