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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 | $107,666-27.3% | $102,184-23.4% | $154,746-49.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 4.65% | 29.33%-24.7pp | 31.58%-26.9pp | 172.34%-167.7pp |
| Employer contribution / active EE | $1,440 | $3,846-62.6% | $3,594-59.9% | $4,379-67.1% |
| Participant deferral / active EE | $1,800 | $8,719-79.4% | $8,309-78.3% | $6,730-73.3% |
| Admin fee / account holder | $3,495 | $12,943-73.0% | $11,609-69.9% | $14,365-75.7% |