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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 | $91,554 | $124,346-26.4% | $111,308-17.7% | $167,536-45.4% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 8.71% | 37.45%-28.7pp | 54.67%-46.0pp | 478.82%-470.1pp |
| Employer contribution / active EE | $1,250 | $3,437-63.6% | $2,732-54.2% | $4,839-74.2% |
| Participant deferral / active EE | $1,364 | $5,182-73.7% | $4,487-69.6% | $6,342-78.5% |
| Admin fee / account holder | $37,837 | $10,621+256.2% | $7,965+375.0% | $12,315+207.3% |