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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 | $70,207 | $197,625-64.5% | $177,840-60.5% | $158,966-55.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.95% | 58.76%-55.8pp | 48.32%-45.4pp | 302.95%-300.0pp |
| Employer contribution / active EE | $3,782 | $6,698-43.5% | $5,919-36.1% | $4,762-20.6% |
| Participant deferral / active EE | $2,203 | $8,405-73.8% | $7,714-71.4% | $5,983-63.2% |
| Admin fee / account holder | $1,684 | $15,405-89.1% | $12,431-86.4% | $11,250-85.0% |