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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 | $207,302 | $156,398+32.5% | $147,318+40.7% | $138,895+49.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 10.21% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $976 | $8,237-88.2% | $7,906-87.7% | $6,396-84.7% |
| Admin fee / account holder | $15,325 | $14,976+2.3% | $13,708+11.8% | $12,562+22.0% |