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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 | $123,794 | $114,119+8.5% | $107,187+15.5% | $138,895-10.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.75% | 273.21%-264.5pp | 204.55%-195.8pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,765 | $4,059-56.5% | $3,782-53.3% | $4,194-57.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,934 | $10,024-70.7% | $9,162-68.0% | $12,562-76.6% |