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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 | $221,947 | $209,336+6.0% | $197,124+12.6% | $137,256+61.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.77% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $8,094 | $6,591+22.8% | $6,227+30.0% | $4,156+94.8% |
| Participant deferral / active EE | $1,591 | $9,614-83.5% | $9,135-82.6% | $6,407-75.2% |
| Admin fee / account holder | $20,243 | $17,308+17.0% | $16,298+24.2% | $12,270+65.0% |