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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 | $156,170 | $223,823-30.2% | $211,142-26.0% | $154,746+0.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.25% | 50.39%-42.1pp | 46.84%-38.6pp | 172.34%-164.1pp |
| Employer contribution / active EE | $7,144 | $6,787+5.3% | $6,442+10.9% | $4,379+63.1% |
| Participant deferral / active EE | $1,516 | $9,750-84.4% | $9,284-83.7% | $6,730-77.5% |
| Admin fee / account holder | $8,612 | $19,707-56.3% | $19,076-54.9% | $14,365-40.1% |