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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 | $78,352 | $201,372-61.1% | $184,260-57.5% | $145,884-46.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.96% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $3,655 | $7,024-48.0% | $6,427-43.1% | $4,662-21.6% |
| Participant deferral / active EE | $1,150 | $9,808-88.3% | $9,133-87.4% | $6,690-82.8% |
| Admin fee / account holder | $10,056 | $16,362-38.5% | $13,898-27.6% | $13,392-24.9% |