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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 | $38,867 | $178,174-78.2% | $156,181-75.1% | $137,256-71.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.13% | 84.19%-77.1pp | 64.87%-57.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $3,500 | $4,972-29.6% | $4,294-18.5% | $4,156-15.8% |
| Participant deferral / active EE | $1,598 | $6,888-76.8% | $6,132-73.9% | $6,407-75.1% |
| Admin fee / account holder | $889 | $17,404-94.9% | $14,586-93.9% | $12,270-92.8% |