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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 | $192,201 | $156,398+22.9% | $147,318+30.5% | $138,895+38.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.88% | 78.75%-71.9pp | 70.43%-63.6pp | 145.39%-138.5pp |
| Employer contribution / active EE | $3,567 | $4,853-26.5% | $4,593-22.3% | $4,194-15.0% |
| Participant deferral / active EE | $831 | $8,237-89.9% | $7,906-89.5% | $6,396-87.0% |
| Admin fee / account holder | $1,225 | $14,976-91.8% | $13,708-91.1% | $12,562-90.2% |