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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 | $120,194 | $132,634-9.4% | $115,768+3.8% | $137,256-12.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 5.29% | 160.70%-155.4pp | 100.46%-95.2pp | 220.34%-215.1pp |
| Employer contribution / active EE | $785 | $3,360-76.6% | $2,940-73.3% | $4,156-81.1% |
| Participant deferral / active EE | $1,464 | $5,619-73.9% | $4,917-70.2% | $6,407-77.1% |
| Admin fee / account holder | $1,794 | $15,028-88.1% | $12,439-85.6% | $12,270-85.4% |