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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 | $88,889 | $209,336-57.5% | $197,124-54.9% | $137,256-35.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.55% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,944 | $6,591-55.3% | $6,227-52.7% | $4,156-29.2% |
| Participant deferral / active EE | $2,768 | $9,614-71.2% | $9,135-69.7% | $6,407-56.8% |
| Admin fee / account holder | $740 | $17,308-95.7% | $16,298-95.5% | $12,270-94.0% |