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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 | $209,336-25.4% | $197,124-20.8% | $137,256+13.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.25% | 48.09%-39.8pp | 44.34%-36.1pp | 220.34%-212.1pp |
| Employer contribution / active EE | $7,144 | $6,591+8.4% | $6,227+14.7% | $4,156+71.9% |
| Participant deferral / active EE | $1,516 | $9,614-84.2% | $9,135-83.4% | $6,407-76.3% |
| Admin fee / account holder | $8,612 | $17,308-50.2% | $16,298-47.2% | $12,270-29.8% |