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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 | $123,741 | $154,228-19.8% | $145,433-14.9% | $137,256-9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.58% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,325 | $4,804-72.4% | $4,554-70.9% | $4,156-68.1% |
| Participant deferral / active EE | $1,855 | $8,216-77.4% | $7,897-76.5% | $6,407-71.1% |
| Admin fee / account holder | $276,919 | $14,344+1830.6% | $13,129+2009.2% | $12,270+2156.8% |