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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 | $146,394 | $154,228-5.1% | $145,433+0.7% | $137,256+6.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.86% | 74.59%-69.7pp | 66.58%-61.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $2,080 | $4,804-56.7% | $4,554-54.3% | $4,156-50.0% |
| Participant deferral / active EE | $2,149 | $8,216-73.8% | $7,897-72.8% | $6,407-66.5% |
| Admin fee / account holder | $648 | $14,344-95.5% | $13,129-95.1% | $12,270-94.7% |