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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 | $90,114 | $109,359-17.6% | $162,171-44.4% | $72,983+23.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.31% | 25.46%-11.1pp | 115.60%-101.3pp | 81.01%-66.7pp |
| Employer contribution / active EE | $2,838 | $3,907-27.4% | $5,613-49.4% | $2,440+16.3% |
| Participant deferral / active EE | $2,242 | $5,481-59.1% | $7,297-69.3% | $3,608-37.9% |
| Admin fee / account holder | $2,433 | $7,972-69.5% | $10,843-77.6% | $5,124-52.5% |