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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 | $182,384 | $154,228+18.3% | $145,433+25.4% | $137,256+32.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.60% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,102 | $4,804-35.4% | $4,554-31.9% | $4,156-25.4% |
| Participant deferral / active EE | $1,905 | $8,216-76.8% | $7,897-75.9% | $6,407-70.3% |
| Admin fee / account holder | $773 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |