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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 | $103,668 | $180,028-42.4% | $138,135-25.0% | $158,966-34.8% |
| Participation rate | 94.4% | 82.2%+12.2pp | 78.7%+15.7pp | 82.0%+12.5pp |
| Annual return | 2.69% | 21.68%-19.0pp | 20.51%-17.8pp | 302.95%-300.3pp |
| Employer contribution / active EE | $3,160 | $7,470-57.7% | $5,587-43.4% | $4,762-33.6% |
| Participant deferral / active EE | $886 | $7,717-88.5% | $6,431-86.2% | $5,983-85.2% |
| Admin fee / account holder | $6,103 | $17,912-65.9% | $11,856-48.5% | $11,250-45.7% |