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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 | $211,835 | $115,814+82.9% | $101,275+109.2% | $158,982+33.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.56% | 56.16%-52.6pp | 46.48%-42.9pp | 302.99%-299.4pp |
| Employer contribution / active EE | $2,112 | $4,176-49.4% | $3,660-42.3% | $4,763-55.7% |
| Participant deferral / active EE | $1,051 | $4,958-78.8% | $4,371-76.0% | $5,983-82.4% |
| Admin fee / account holder | $1,273 | $7,249-82.4% | $5,948-78.6% | $11,252-88.7% |