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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 | $209,336-46.1% | $197,124-42.7% | $137,256-17.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.60% | 48.09%-41.5pp | 44.34%-37.7pp | 220.34%-213.7pp |
| Employer contribution / active EE | $3,754 | $6,591-43.0% | $6,227-39.7% | $4,156-9.7% |
| Participant deferral / active EE | $1,576 | $9,614-83.6% | $9,135-82.7% | $6,407-75.4% |
| Admin fee / account holder | $8,375 | $17,308-51.6% | $16,298-48.6% | $12,270-31.7% |