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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 | $78,293 | $100,970-22.5% | $96,576-18.9% | $137,256-43.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.65% | 38.16%-33.5pp | 38.47%-33.8pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,440 | $3,809-62.2% | $3,553-59.5% | $4,156-65.4% |
| Participant deferral / active EE | $1,800 | $8,286-78.3% | $7,956-77.4% | $6,407-71.9% |
| Admin fee / account holder | $3,495 | $11,312-69.1% | $11,381-69.3% | $12,270-71.5% |