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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 | $172,785 | $154,228+12.0% | $145,433+18.8% | $137,256+25.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.97% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,247 | $4,804-32.4% | $4,554-28.7% | $4,156-21.9% |
| Participant deferral / active EE | $2,263 | $8,216-72.5% | $7,897-71.4% | $6,407-64.7% |
| Admin fee / account holder | $1,269 | $14,344-91.2% | $13,129-90.3% | $12,270-89.7% |