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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 | $197,739 | $172,758+14.5% | $149,600+32.2% | $138,895+42.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 7.87% | 181.17%-173.3pp | 129.59%-121.7pp | 145.39%-137.5pp |
| Employer contribution / active EE | $1,836 | $4,778-61.6% | $4,193-56.2% | $4,194-56.2% |
| Participant deferral / active EE | $130 | $8,180-98.4% | $7,203-98.2% | $6,396-98.0% |
| Admin fee / account holder | $934 | $17,615-94.7% | $13,963-93.3% | $12,562-92.6% |