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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 | $137,654 | $154,228-10.7% | $145,433-5.3% | $137,256+0.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 11.98% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,769 | $4,804-0.7% | $4,554+4.7% | $4,156+14.8% |
| Participant deferral / active EE | $2,001 | $8,216-75.6% | $7,897-74.7% | $6,407-68.8% |
| Admin fee / account holder | $2,798 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |