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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 | $143,411 | $115,903+23.7% | $100,528+42.7% | $158,966-9.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.26% | 34.80%-27.5pp | 30.90%-23.6pp | 302.95%-295.7pp |
| Employer contribution / active EE | $547 | $4,105-86.7% | $3,419-84.0% | $4,762-88.5% |
| Participant deferral / active EE | $684 | $6,677-89.8% | $6,271-89.1% | $5,983-88.6% |
| Admin fee / account holder | $50,030 | $11,000+354.8% | $8,084+518.9% | $11,250+344.7% |