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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 | $158,838 | $135,956+16.8% | $123,894+28.2% | $273,972-42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.56% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,439 | $5,170-72.2% | $4,617-68.8% | $4,869-70.4% |
| Participant deferral / active EE | $714 | $6,343-88.7% | $5,984-88.1% | $5,287-86.5% |
| Admin fee / account holder | $21,966 | $9,817+123.7% | $8,357+162.8% | $10,133+116.8% |