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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 | $134,082 | $102,245+31.1% | $89,340+50.1% | $137,256-2.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.63% | 21.89%-12.3pp | 20.57%-10.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,308 | $2,529-8.8% | $2,231+3.4% | $4,156-44.5% |
| Participant deferral / active EE | $254 | $4,436-94.3% | $3,823-93.4% | $6,407-96.0% |
| Admin fee / account holder | $2,844 | $8,085-64.8% | $6,704-57.6% | $12,270-76.8% |