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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 | $132,261 | $181,896-27.3% | $156,551-15.5% | $273,972-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.40% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.1pp |
| Employer contribution / active EE | $5,027 | $6,248-19.5% | $5,501-8.6% | $4,869+3.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28,571 | $15,560+83.6% | $13,028+119.3% | $10,133+182.0% |