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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 | $228,032 | $201,370+13.2% | $184,256+23.8% | $145,897+56.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.40% | 29.05%-20.7pp | 28.85%-20.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $7,941 | $7,024+13.1% | $6,427+23.6% | $4,663+70.3% |
| Participant deferral / active EE | $1,714 | $9,808-82.5% | $9,133-81.2% | $6,689-74.4% |
| Admin fee / account holder | $11,796 | $16,364-27.9% | $13,899-15.1% | $13,390-11.9% |