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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 | $99,294 | $197,594-49.7% | $177,822-44.2% | $158,931-37.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.80% | 58.76%-56.0pp | 48.32%-45.5pp | 302.86%-300.1pp |
| Employer contribution / active EE | $2,709 | $6,697-59.6% | $5,918-54.2% | $4,761-43.1% |
| Participant deferral / active EE | $2,118 | $8,405-74.8% | $7,714-72.5% | $5,982-64.6% |
| Admin fee / account holder | $5,331 | $15,400-65.4% | $12,428-57.1% | $11,247-52.6% |