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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 | $146,062 | $174,379-16.2% | $152,093-4.0% | $138,895+5.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.84% | 74.86%-66.0pp | 66.36%-57.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,668 | $4,652-64.1% | $4,175-60.0% | $4,194-60.2% |
| Participant deferral / active EE | $704 | $6,159-88.6% | $5,451-87.1% | $6,396-89.0% |
| Admin fee / account holder | $1,765 | $16,880-89.5% | $14,497-87.8% | $12,562-86.0% |