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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 | $122,671 | $181,896-32.6% | $156,551-21.6% | $273,972-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.16% | 30.74%-30.9pp | 32.23%-32.4pp | 41.46%-41.6pp |
| Employer contribution / active EE | $10,851 | $6,248+73.7% | $5,501+97.2% | $4,869+122.9% |
| Participant deferral / active EE | $1,677 | $5,550-69.8% | $4,871-65.6% | $5,287-68.3% |
| Admin fee / account holder | $7,074 | $15,560-54.5% | $13,028-45.7% | $10,133-30.2% |