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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 | $163,165 | $156,398+4.3% | $147,318+10.8% | $138,895+17.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.23% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,437 | $4,853-70.4% | $4,593-68.7% | $4,194-65.8% |
| Participant deferral / active EE | $1,575 | $8,237-80.9% | $7,906-80.1% | $6,396-75.4% |
| Admin fee / account holder | $2,814 | $14,976-81.2% | $13,708-79.5% | $12,562-77.6% |