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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 | $120,277 | $106,247+13.2% | $96,515+24.6% | $139,466-13.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -5.84% | 38.47%-44.3pp | 35.73%-41.6pp | 373.66%-379.5pp |
| Employer contribution / active EE | $2,308 | $4,106-43.8% | $3,740-38.3% | $4,754-51.5% |
| Participant deferral / active EE | $676 | $5,456-87.6% | $4,880-86.1% | $6,712-89.9% |
| Admin fee / account holder | $1,206 | $7,885-84.7% | $6,735-82.1% | $11,409-89.4% |