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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 | $238,441 | $213,785+11.5% | $185,441+28.6% | $155,188+53.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 6.50% | 19.97%-13.5pp | 20.16%-13.7pp | 148.84%-142.3pp |
| Employer contribution / active EE | $5,366 | $5,393-0.5% | $4,672+14.8% | $4,248+26.3% |
| Participant deferral / active EE | $1,690 | $6,864-75.4% | $6,152-72.5% | $6,531-74.1% |
| Admin fee / account holder | $3,205 | $21,134-84.8% | $17,890-82.1% | $14,480-77.9% |