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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 | $198,262 | $162,136+22.3% | $152,301+30.2% | $154,746+28.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.20% | 91.02%-82.8pp | 80.50%-72.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,620 | $4,890-66.9% | $4,624-65.0% | $4,379-63.0% |
| Participant deferral / active EE | $1,800 | $8,341-78.4% | $8,004-77.5% | $6,730-73.3% |
| Admin fee / account holder | $2,263 | $15,759-85.6% | $14,398-84.3% | $14,365-84.2% |