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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 | $138,256 | $201,370-31.3% | $184,256-25.0% | $145,897-5.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.45% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $7,987 | $7,024+13.7% | $6,427+24.3% | $4,663+71.3% |
| Participant deferral / active EE | $1,748 | $9,808-82.2% | $9,133-80.9% | $6,689-73.9% |
| Admin fee / account holder | $12,184 | $16,364-25.5% | $13,899-12.3% | $13,390-9.0% |