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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 | $85,307 | $116,203-26.6% | $93,621-8.9% | $152,909-44.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 4.49% | 35.96%-31.5pp | 32.76%-28.3pp | 345.46%-341.0pp |
| Employer contribution / active EE | $927 | $3,219-71.2% | $2,719-65.9% | $4,764-80.5% |
| Participant deferral / active EE | $943 | $4,605-79.5% | $4,070-76.8% | $5,851-83.9% |
| Admin fee / account holder | $15,885 | $10,751+47.8% | $7,890+101.3% | $11,601+36.9% |