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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 | $203,472 | $162,136+25.5% | $152,301+33.6% | $154,746+31.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.03% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,785 | $4,890-63.5% | $4,624-61.4% | $4,379-59.2% |
| Participant deferral / active EE | $2,147 | $8,341-74.3% | $8,004-73.2% | $6,730-68.1% |
| Admin fee / account holder | $879 | $15,759-94.4% | $14,398-93.9% | $14,365-93.9% |