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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 | $123,257 | $148,582-17.0% | $135,942-9.3% | $139,456-11.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.63% | 79.26%-69.6pp | 68.28%-58.6pp | 373.45%-363.8pp |
| Employer contribution / active EE | $1,049 | $5,245-80.0% | $4,858-78.4% | $4,753-77.9% |
| Participant deferral / active EE | $1,255 | $8,101-84.5% | $7,759-83.8% | $6,711-81.3% |
| Admin fee / account holder | $7,802 | $12,402-37.1% | $10,764-27.5% | $11,407-31.6% |