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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 | $222,887 | $209,336+6.5% | $197,124+13.1% | $137,256+62.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.84% | 48.09%-38.3pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $5,700 | $6,591-13.5% | $6,227-8.5% | $4,156+37.2% |
| Participant deferral / active EE | $2,370 | $9,614-75.3% | $9,135-74.1% | $6,407-63.0% |
| Admin fee / account holder | $6,328 | $17,308-63.4% | $16,298-61.2% | $12,270-48.4% |