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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 | $132,909 | $209,336-36.5% | $197,124-32.6% | $137,256-3.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.24% | 48.09%-40.9pp | 44.34%-37.1pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,186 | $6,591-51.7% | $6,227-48.8% | $4,156-23.3% |
| Participant deferral / active EE | $2,292 | $9,614-76.2% | $9,135-74.9% | $6,407-64.2% |
| Admin fee / account holder | $1,880 | $17,308-89.1% | $16,298-88.5% | $12,270-84.7% |