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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 | $150,222 | $154,228-2.6% | $145,433+3.3% | $137,256+9.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.53% | 74.59%-67.1pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $3,738 | $4,804-22.2% | $4,554-17.9% | $4,156-10.1% |
| Participant deferral / active EE | $916 | $8,216-88.9% | $7,897-88.4% | $6,407-85.7% |
| Admin fee / account holder | $25,259 | $14,344+76.1% | $13,129+92.4% | $12,270+105.9% |