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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 | $90,853 | $185,312-51.0% | $161,489-43.7% | $154,746-41.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.39% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $5,938 | $4,769+24.5% | $4,268+39.1% | $4,379+35.6% |
| Participant deferral / active EE | $1,808 | $6,350-71.5% | $5,630-67.9% | $6,730-73.1% |
| Admin fee / account holder | $861 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |