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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 | $222,230 | $156,398+42.1% | $147,318+50.9% | $138,895+60.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.68% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,429 | $4,853-70.6% | $4,593-68.9% | $4,194-65.9% |
| Participant deferral / active EE | $2,166 | $8,237-73.7% | $7,906-72.6% | $6,396-66.1% |
| Admin fee / account holder | $7,133 | $14,976-52.4% | $13,708-48.0% | $12,562-43.2% |