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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 | $89,713 | $124,314-27.8% | $109,163-17.8% | $167,518-46.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.03% | 26.04%-19.0pp | 25.75%-18.7pp | 478.71%-471.7pp |
| Employer contribution / active EE | $3,365 | $4,209-20.0% | $3,723-9.6% | $4,838-30.5% |
| Participant deferral / active EE | $1,100 | $5,256-79.1% | $4,654-76.4% | $6,342-82.7% |
| Admin fee / account holder | $15,195 | $7,973+90.6% | $6,754+125.0% | $12,312+23.4% |