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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 | $138,240 | $109,359+26.4% | $162,185-14.8% | $72,976+89.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 5.43% | 25.46%-20.0pp | 115.61%-110.2pp | 81.02%-75.6pp |
| Employer contribution / active EE | $1,523 | $3,907-61.0% | $5,613-72.9% | $2,440-37.6% |
| Participant deferral / active EE | $1,523 | $5,481-72.2% | $7,297-79.1% | $3,608-57.8% |
| Admin fee / account holder | $7,566 | $7,972-5.1% | $10,844-30.2% | $5,124+47.7% |