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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 | $162,136+6.6% | $152,301+13.4% | $154,746+11.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.97% | 91.02%-80.1pp | 80.50%-69.5pp | 172.34%-161.4pp |
| Employer contribution / active EE | $3,247 | $4,890-33.6% | $4,624-29.8% | $4,379-25.9% |
| Participant deferral / active EE | $2,263 | $8,341-72.9% | $8,004-71.7% | $6,730-66.4% |
| Admin fee / account holder | $1,269 | $15,759-91.9% | $14,398-91.2% | $14,365-91.2% |