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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 | $184,044 | $212,386-13.3% | $199,883-7.9% | $138,895+32.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.47% | 47.75%-38.3pp | 43.81%-34.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,712 | $6,625-74.2% | $6,261-72.7% | $4,194-59.2% |
| Participant deferral / active EE | $2,176 | $9,617-77.4% | $9,138-76.2% | $6,396-66.0% |
| Admin fee / account holder | $3,326 | $18,233-81.8% | $17,268-80.7% | $12,562-73.5% |