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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 | $89,410 | $105,856-15.5% | $90,161-0.8% | $147,586-39.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.46% | 37.63%-28.2pp | 34.89%-25.4pp | 578.59%-569.1pp |
| Employer contribution / active EE | $892 | $4,126-78.4% | $3,318-73.1% | $4,876-81.7% |
| Participant deferral / active EE | $902 | $5,733-84.3% | $5,287-82.9% | $5,439-83.4% |
| Admin fee / account holder | $1,259 | $8,046-84.3% | $5,943-78.8% | $10,886-88.4% |