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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 | $132,677 | $154,228-14.0% | $145,433-8.8% | $137,256-3.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.04% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $5,000 | $4,804+4.1% | $4,554+9.8% | $4,156+20.3% |
| Participant deferral / active EE | $879 | $8,216-89.3% | $7,897-88.9% | $6,407-86.3% |
| Admin fee / account holder | $3,666 | $14,344-74.4% | $13,129-72.1% | $12,270-70.1% |