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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 | $76,666 | $239,571-68.0% | $183,328-58.2% | $137,256-44.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 9.42% | 35.69%-26.3pp | 29.67%-20.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,671 | $6,148-72.8% | $5,055-66.9% | $4,156-59.8% |
| Participant deferral / active EE | $2,289 | $7,995-71.4% | $6,795-66.3% | $6,407-64.3% |
| Admin fee / account holder | $13,246 | $30,059-55.9% | $21,427-38.2% | $12,270+8.0% |