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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 | $113,648 | $212,386-46.5% | $199,883-43.1% | $138,895-18.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.64% | 47.75%-40.1pp | 43.81%-36.2pp | 145.39%-137.8pp |
| Employer contribution / active EE | $1,448 | $6,625-78.1% | $6,261-76.9% | $4,194-65.5% |
| Participant deferral / active EE | $2,897 | $9,617-69.9% | $9,138-68.3% | $6,396-54.7% |
| Admin fee / account holder | $1,740 | $18,233-90.5% | $17,268-89.9% | $12,562-86.2% |