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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 | $145,769 | $201,372-27.6% | $184,260-20.9% | $145,884-0.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.84% | 29.04%-21.2pp | 28.84%-21.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $4,042 | $7,024-42.5% | $6,427-37.1% | $4,662-13.3% |
| Participant deferral / active EE | $1,398 | $9,808-85.7% | $9,133-84.7% | $6,690-79.1% |
| Admin fee / account holder | $1,098 | $16,362-93.3% | $13,898-92.1% | $13,392-91.8% |