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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 | $119,971 | $109,372+9.7% | $89,414+34.2% | $158,966-24.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.09% | 345.55%-345.5pp | 245.50%-245.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $738 | $3,171-76.7% | $2,586-71.5% | $4,762-84.5% |
| Participant deferral / active EE | $738 | $4,598-84.0% | $3,890-81.0% | $5,983-87.7% |
| Admin fee / account holder | $5,794 | $6,156-5.9% | $4,883+18.7% | $11,250-48.5% |