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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 | $181,558 | $154,228+17.7% | $145,433+24.8% | $137,256+32.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 11.89% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,422 | $4,804-49.6% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,256 | $14,344-91.2% | $13,129-90.4% | $12,270-89.8% |