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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 | $89,480 | $197,625-54.7% | $177,840-49.7% | $158,966-43.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.58% | 58.76%-53.2pp | 48.32%-42.7pp | 302.95%-297.4pp |
| Employer contribution / active EE | $3,095 | $6,698-53.8% | $5,919-47.7% | $4,762-35.0% |
| Participant deferral / active EE | $782 | $8,405-90.7% | $7,714-89.9% | $5,983-86.9% |
| Admin fee / account holder | $2,638 | $15,405-82.9% | $12,431-78.8% | $11,250-76.5% |