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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 | $82,840 | $98,766-16.1% | $149,730-44.7% | $79,852+3.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.43% | 27.43%-20.0pp | 276.70%-269.3pp | 31.72%-24.3pp |
| Employer contribution / active EE | $5,580 | $3,217+73.5% | $4,645+20.1% | $2,471+125.8% |
| Participant deferral / active EE | $1,537 | $5,681-72.9% | $6,843-77.5% | $3,740-58.9% |
| Admin fee / account holder | $4,875 | $6,052-19.4% | $9,310-47.6% | $5,306-8.1% |