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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 | $241,471 | $154,228+56.6% | $145,433+66.0% | $137,256+75.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.06% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,888 | $4,804-60.7% | $4,554-58.6% | $4,156-54.6% |
| Participant deferral / active EE | $2,342 | $8,216-71.5% | $7,897-70.3% | $6,407-63.4% |
| Admin fee / account holder | $4,407 | $14,344-69.3% | $13,129-66.4% | $12,270-64.1% |