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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 | $89,168 | $212,386-58.0% | $199,883-55.4% | $138,895-35.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.87% | 47.75%-36.9pp | 43.81%-32.9pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,581 | $6,625-76.1% | $6,261-74.8% | $4,194-62.3% |
| Participant deferral / active EE | $2,799 | $9,617-70.9% | $9,138-69.4% | $6,396-56.2% |
| Admin fee / account holder | $3,438 | $18,233-81.1% | $17,268-80.1% | $12,562-72.6% |