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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 | $116,600 | $148,582-21.5% | $135,942-14.2% | $139,456-16.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.04% | 79.26%-70.2pp | 68.28%-59.2pp | 373.45%-364.4pp |
| Employer contribution / active EE | $2,313 | $5,245-55.9% | $4,858-52.4% | $4,753-51.3% |
| Participant deferral / active EE | $1,014 | $8,101-87.5% | $7,759-86.9% | $6,711-84.9% |
| Admin fee / account holder | $17,004 | $12,402+37.1% | $10,764+58.0% | $11,407+49.1% |