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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 | $85,115 | $132,099-35.6% | $115,599-26.4% | $138,895-38.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.3%+0.7pp | 79.9%-4.9pp |
| Annual return | 7.84% | 176.76%-168.9pp | 111.10%-103.3pp | 145.39%-137.6pp |
| Employer contribution / active EE | $690 | $3,416-79.8% | $2,955-76.7% | $4,194-83.6% |
| Participant deferral / active EE | $1,399 | $5,617-75.1% | $4,889-71.4% | $6,396-78.1% |
| Admin fee / account holder | $65,780 | $15,650+320.3% | $12,841+412.3% | $12,562+423.6% |