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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 | $98,485 | $154,365-36.2% | $130,231-24.4% | $139,456-29.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 8.89% | 30.34%-21.4pp | 38.77%-29.9pp | 373.45%-364.6pp |
| Employer contribution / active EE | $1,715 | $5,170-66.8% | $4,126-58.4% | $4,753-63.9% |
| Participant deferral / active EE | $1,737 | $8,498-79.6% | $6,799-74.4% | $6,711-74.1% |
| Admin fee / account holder | $448 | $9,214-95.1% | $6,020-92.6% | $11,407-96.1% |