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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 | $77,531 | $185,312-58.2% | $161,489-52.0% | $154,746-49.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.01% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,135 | $4,769-76.2% | $4,268-73.4% | $4,379-74.1% |
| Participant deferral / active EE | $1,703 | $6,350-73.2% | $5,630-69.8% | $6,730-74.7% |
| Admin fee / account holder | $83,207 | $18,654+346.0% | $16,006+419.9% | $14,365+479.2% |