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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 | $140,607 | $145,431-3.3% | $211,142-33.4% | $87,485+60.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 12.85% | 27.21%-14.4pp | 46.84%-34.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,860 | $4,662-17.2% | $6,442-40.1% | $2,596+48.7% |
| Participant deferral / active EE | $2,844 | $6,859-58.5% | $9,284-69.4% | $4,274-33.4% |
| Admin fee / account holder | $1,884 | $17,052-89.0% | $19,076-90.1% | $7,775-75.8% |