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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 | $112,885 | $223,823-49.6% | $211,142-46.5% | $154,746-27.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.60% | 50.39%-43.8pp | 46.84%-40.2pp | 172.34%-165.7pp |
| Employer contribution / active EE | $3,754 | $6,787-44.7% | $6,442-41.7% | $4,379-14.3% |
| Participant deferral / active EE | $1,576 | $9,750-83.8% | $9,284-83.0% | $6,730-76.6% |
| Admin fee / account holder | $8,375 | $19,707-57.5% | $19,076-56.1% | $14,365-41.7% |