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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 | $80,302 | $162,136-50.5% | $152,301-47.3% | $154,746-48.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.15% | 91.02%-83.9pp | 80.50%-73.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,802 | $4,890-63.1% | $4,624-61.0% | $4,379-58.8% |
| Participant deferral / active EE | $2,221 | $8,341-73.4% | $8,004-72.2% | $6,730-67.0% |
| Admin fee / account holder | $4,949 | $15,759-68.6% | $14,398-65.6% | $14,365-65.6% |