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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 | $94,029 | $176,786-46.8% | $146,643-35.9% | $167,536-43.9% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 8.18% | 24.04%-15.9pp | 22.75%-14.6pp | 478.82%-470.6pp |
| Employer contribution / active EE | $1,300 | $5,161-74.8% | $4,137-68.6% | $4,839-73.1% |
| Participant deferral / active EE | $1,649 | $6,440-74.4% | $5,506-70.1% | $6,342-74.0% |
| Admin fee / account holder | $23,823 | $13,262+79.6% | $10,280+131.7% | $12,315+93.5% |