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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 | $115,699 | $135,956-14.9% | $123,894-6.6% | $273,972-57.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.76% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $2,011 | $5,170-61.1% | $4,617-56.5% | $4,869-58.7% |
| Participant deferral / active EE | $1,083 | $6,343-82.9% | $5,984-81.9% | $5,287-79.5% |
| Admin fee / account holder | $11,273 | $9,817+14.8% | $8,357+34.9% | $10,133+11.3% |