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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 | $156,321 | $162,785-4.0% | $133,959+16.7% | $158,950-1.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.14% | 41.94%-36.8pp | 45.09%-40.0pp | 302.91%-297.8pp |
| Employer contribution / active EE | $1,697 | $4,975-65.9% | $3,919-56.7% | $4,762-64.4% |
| Participant deferral / active EE | $1,345 | $5,910-77.2% | $5,047-73.4% | $5,983-77.5% |
| Admin fee / account holder | $1,994 | $11,738-83.0% | $8,928-77.7% | $11,248-82.3% |