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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 | $124,287 | $127,790-2.7% | $106,555+16.6% | $167,536-25.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 4.05% | 33.88%-29.8pp | 26.80%-22.7pp | 478.82%-474.8pp |
| Employer contribution / active EE | $2,742 | $3,428-20.0% | $2,819-2.7% | $4,839-43.3% |
| Participant deferral / active EE | $1,363 | $5,088-73.2% | $4,399-69.0% | $6,342-78.5% |
| Admin fee / account holder | $3,896 | $11,229-65.3% | $7,408-47.4% | $12,315-68.4% |