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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 | $56,693 | $157,304-64.0% | $141,197-59.8% | $152,909-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.06% | 64.34%-60.3pp | 71.41%-67.3pp | 345.46%-341.4pp |
| Employer contribution / active EE | $6,910 | $5,263+31.3% | $4,736+45.9% | $4,764+45.1% |
| Participant deferral / active EE | $2,042 | $7,111-71.3% | $6,710-69.6% | $5,851-65.1% |
| Admin fee / account holder | $1,175 | $12,126-90.3% | $10,265-88.5% | $11,601-89.9% |