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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 | $228,625 | $185,312+23.4% | $161,489+41.6% | $154,746+47.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.98% | 103.84%-93.9pp | 89.72%-79.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $14,629 | $4,769+206.7% | $4,268+242.7% | $4,379+234.1% |
| Participant deferral / active EE | $1,386 | $6,350-78.2% | $5,630-75.4% | $6,730-79.4% |
| Admin fee / account holder | $20,769 | $18,654+11.3% | $16,006+29.8% | $14,365+44.6% |