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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 | $113,399 | $154,228-26.5% | $145,433-22.0% | $137,256-17.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.24% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $17,033 | $4,804+254.6% | $4,554+274.0% | $4,156+309.8% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $908 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |