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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 | $111,403 | $110,240+1.1% | $96,544+15.4% | $139,487-20.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.56% | 26.41%-19.9pp | 25.88%-19.3pp | 373.84%-367.3pp |
| Employer contribution / active EE | $1,673 | $3,622-53.8% | $2,966-43.6% | $4,755-64.8% |
| Participant deferral / active EE | $1,154 | $5,549-79.2% | $4,851-76.2% | $6,713-82.8% |
| Admin fee / account holder | $77,655 | $11,602+569.3% | $8,254+840.8% | $11,407+580.7% |