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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 | $167,923 | $78,682+113.4% | $109,188+53.8% | $85,851+95.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 5.32% | 25.09%-19.8pp | 25.76%-20.4pp | 318.63%-313.3pp |
| Employer contribution / active EE | $2,146 | $2,734-21.5% | $3,723-42.3% | $2,565-16.3% |
| Participant deferral / active EE | $844 | $3,468-75.7% | $4,654-81.9% | $3,952-78.6% |
| Admin fee / account holder | $2,687 | $5,470-50.9% | $6,755-60.2% | $6,261-57.1% |