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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 | $75,579 | $152,619-50.5% | $125,195-39.6% | $152,909-50.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.23% | 54.85%-45.6pp | 43.79%-34.6pp | 345.46%-336.2pp |
| Employer contribution / active EE | $3,559 | $4,947-28.1% | $3,866-7.9% | $4,764-25.3% |
| Participant deferral / active EE | $1,512 | $5,869-74.2% | $4,937-69.4% | $5,851-74.2% |
| Admin fee / account holder | $10,022 | $13,437-25.4% | $9,704+3.3% | $11,601-13.6% |