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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 | $236,237 | $199,109+18.6% | $173,730+36.0% | $154,746+52.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.00% | 20.02%-13.0pp | 19.96%-13.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $9,293 | $5,311+75.0% | $4,577+103.0% | $4,379+112.2% |
| Participant deferral / active EE | $705 | $7,113-90.1% | $6,326-88.9% | $6,730-89.5% |
| Admin fee / account holder | $35,819 | $20,916+71.3% | $17,523+104.4% | $14,365+149.3% |