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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 | $119,771 | $109,359+9.5% | $162,177-26.1% | $72,975+64.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.37% | 25.46%-8.1pp | 115.60%-98.2pp | 81.01%-63.6pp |
| Employer contribution / active EE | $5,766 | $3,907+47.6% | $5,613+2.7% | $2,440+136.3% |
| Participant deferral / active EE | $2,412 | $5,481-56.0% | $7,297-66.9% | $3,608-33.1% |
| Admin fee / account holder | $6,793 | $7,972-14.8% | $10,843-37.3% | $5,124+32.6% |