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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 | $134,945 | $209,336-35.5% | $197,124-31.5% | $137,256-1.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.60% | 48.09%-36.5pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,861 | $6,591-41.4% | $6,227-38.0% | $4,156-7.1% |
| Participant deferral / active EE | $2,685 | $9,614-72.1% | $9,135-70.6% | $6,407-58.1% |
| Admin fee / account holder | $449 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |