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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 | $118,182 | $176,105-32.9% | $159,474-25.9% | $167,536-29.5% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 1.96% | 331.91%-330.0pp | 263.68%-261.7pp | 478.82%-476.9pp |
| Employer contribution / active EE | $1,160 | $5,299-78.1% | $4,831-76.0% | $4,839-76.0% |
| Participant deferral / active EE | $1,044 | $7,751-86.5% | $7,353-85.8% | $6,342-83.5% |
| Admin fee / account holder | $7,971 | $12,559-36.5% | $10,802-26.2% | $12,315-35.3% |