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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 | $161,143 | $154,228+4.5% | $145,433+10.8% | $137,256+17.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,160 | $4,804-75.8% | $4,554-74.5% | $4,156-72.1% |
| Participant deferral / active EE | $1,160 | $8,216-85.9% | $7,897-85.3% | $6,407-81.9% |
| Admin fee / account holder | $145,640 | $14,344+915.4% | $13,129+1009.3% | $12,270+1086.9% |