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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 | $154,873 | $153,769+0.7% | $133,975+15.6% | $273,972-43.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 0.56% | 36.51%-35.9pp | 29.29%-28.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $5,836 | $6,029-3.2% | $5,211+12.0% | $4,869+19.9% |
| Participant deferral / active EE | $1,167 | $6,958-83.2% | $6,282-81.4% | $5,287-77.9% |
| Admin fee / account holder | $70,252 | $11,765+497.1% | $9,324+653.4% | $10,133+593.3% |