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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 | $93,698 | $156,398-40.1% | $147,318-36.4% | $138,895-32.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.61% | 78.75%-70.1pp | 70.43%-61.8pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,865 | $4,853-61.6% | $4,593-59.4% | $4,194-55.5% |
| Participant deferral / active EE | $2,476 | $8,237-69.9% | $7,906-68.7% | $6,396-61.3% |
| Admin fee / account holder | $55,975 | $14,976+273.8% | $13,708+308.3% | $12,562+345.6% |