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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 | $81,619 | $149,741-45.5% | $118,914-31.4% | $158,982-48.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.15% | 19.94%-15.8pp | 35.89%-31.7pp | 302.99%-298.8pp |
| Employer contribution / active EE | $1,070 | $4,119-74.0% | $3,264-67.2% | $4,763-77.5% |
| Participant deferral / active EE | $625 | $5,226-88.0% | $4,266-85.3% | $5,983-89.6% |
| Admin fee / account holder | $12,761 | $8,607+48.3% | $6,582+93.9% | $11,252+13.4% |