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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 | $190,553 | $199,109-4.3% | $173,730+9.7% | $154,746+23.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 5.89% | 20.02%-14.1pp | 19.96%-14.1pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,765 | $5,311-66.8% | $4,577-61.4% | $4,379-59.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,212 | $20,916-51.2% | $17,523-41.7% | $14,365-28.9% |