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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 | $108,542 | $173,340-37.4% | $136,007-20.2% | $145,959-25.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.76% | 1163.32%-1156.6pp | 579.32%-572.6pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,671 | $5,275-68.3% | $4,215-60.4% | $4,661-64.1% |
| Participant deferral / active EE | $1,733 | $8,699-80.1% | $7,024-75.3% | $6,689-74.1% |
| Admin fee / account holder | $905 | $9,954-90.9% | $6,858-86.8% | $13,398-93.2% |