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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 | $212,386+4.9% | $199,883+11.5% | $138,895+60.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.84% | 47.75%-37.9pp | 43.81%-34.0pp | 145.39%-135.6pp |
| Employer contribution / active EE | $5,700 | $6,625-14.0% | $6,261-9.0% | $4,194+35.9% |
| Participant deferral / active EE | $2,370 | $9,617-75.4% | $9,138-74.1% | $6,396-62.9% |
| Admin fee / account holder | $6,328 | $18,233-65.3% | $17,268-63.4% | $12,562-49.6% |