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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 | $85,295 | $209,336-59.3% | $197,124-56.7% | $137,256-37.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.73% | 48.09%-42.4pp | 44.34%-38.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $3,482 | $6,591-47.2% | $6,227-44.1% | $4,156-16.2% |
| Participant deferral / active EE | $1,428 | $9,614-85.1% | $9,135-84.4% | $6,407-77.7% |
| Admin fee / account holder | $16,253 | $17,308-6.1% | $16,298-0.3% | $12,270+32.5% |