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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 | $84,093 | $97,125-13.4% | $86,233-2.5% | $137,256-38.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.30% | 74.19%-64.9pp | 61.39%-52.1pp | 220.34%-211.0pp |
| Employer contribution / active EE | $480 | $2,841-83.1% | $2,504-80.8% | $4,156-88.5% |
| Participant deferral / active EE | $600 | $5,180-88.4% | $4,559-86.8% | $6,407-90.6% |
| Admin fee / account holder | $756 | $9,725-92.2% | $8,342-90.9% | $12,270-93.8% |