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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 | $73,528 | $111,535-34.1% | $105,223-30.1% | $137,256-46.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.94% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,010 | $3,939-49.0% | $3,689-45.5% | $4,156-51.6% |
| Participant deferral / active EE | $1,181 | $5,500-78.5% | $5,072-76.7% | $6,407-81.6% |
| Admin fee / account holder | $5,019 | $9,721-48.4% | $8,859-43.3% | $12,270-59.1% |