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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 | $201,479 | $117,829+71.0% | $102,423+96.7% | $145,877+38.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.49% | 31.83%-25.3pp | 29.42%-22.9pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,636 | $3,615-54.7% | $3,023-45.9% | $4,663-64.9% |
| Participant deferral / active EE | $546 | $5,732-90.5% | $5,054-89.2% | $6,691-91.8% |
| Admin fee / account holder | $10,755 | $13,335-19.3% | $9,455+13.8% | $13,402-19.8% |