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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 | $118,319 | $136,860-13.5% | $120,344-1.7% | $154,746-23.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 6.56% | 21.38%-14.8pp | 20.30%-13.7pp | 172.34%-165.8pp |
| Employer contribution / active EE | $2,973 | $3,533-15.9% | $3,020-1.6% | $4,379-32.1% |
| Participant deferral / active EE | $1,677 | $5,793-71.1% | $5,135-67.3% | $6,730-75.1% |
| Admin fee / account holder | $1,775 | $15,393-88.5% | $12,742-86.1% | $14,365-87.6% |